+21.3%
SMCI vs SWKS
+28.1%
-6.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +2.7% |
| 7D | +6.8% | +12.5% | -5.7% | +0.2% |
| 30D | +30.6% | +10.5% | +20.1% | +23.9% |
| 3M | -15.6% | -7.4% | -8.2% | -15.5% |
| 6M | +21.3% | +32.7% | -11.4% | +3.9% |
| All | +21.3% | +28.1% | -6.8% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded SWKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling