+4,419.4%
SMCI vs SWKS
+1,527.9%
+2,891.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.5% | +1.0% | +3.1% |
| 7D | +6.8% | +12.5% | -5.7% | +1.7% |
| 30D | +30.6% | +10.5% | +20.1% | +25.4% |
| 3M | -15.6% | -7.4% | -8.2% | -11.8% |
| 6M | +21.3% | +32.7% | -11.4% | +7.5% |
| YTD | +35.3% | +19.2% | +16.1% | +24.3% |
| 1Y | -2.7% | +2.4% | -5.1% | -5.2% |
| 3Y | +40.3% | -25.6% | +65.9% | +54.1% |
| 5Y | +941.8% | -53.4% | +995.3% | +1,243.7% |
| 10Y | +1,687.4% | +23.2% | +1,664.2% | +1,437.3% |
| All | +4,419.4% | +1,527.9% | +2,891.5% | +1,743.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling