+3,183.1%
SMCI vs SWKS
+1,707.6%
+1,475.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.7% |
| 7D | -12.7% | -6.2% | -6.6% | -10.3% |
| 30D | -36.0% | -1.5% | -34.5% | -35.5% |
| 3M | -2.1% | +23.0% | -25.1% | -10.8% |
| 6M | -17.0% | +27.6% | -44.6% | -24.9% |
| YTD | -1.7% | +32.3% | -34.1% | -14.3% |
| 1Y | -28.7% | +20.1% | -48.8% | -35.2% |
| 3Y | +13.9% | +0.6% | +13.2% | +10.1% |
| 5Y | +517.4% | -42.3% | +559.7% | +628.1% |
| 10Y | +1,204.3% | +35.9% | +1,168.4% | +971.2% |
| All | +3,183.1% | +1,707.6% | +1,475.5% | +1,171.6% |
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