+328.5%
SMH vs SWKS
-53.5%
+382.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | +0.6% |
| 7D | +2.5% | +12.5% | -10.0% | -4.5% |
| 30D | -0.5% | +10.5% | -11.0% | -6.4% |
| 3M | -9.6% | -7.4% | -2.3% | -5.9% |
| 6M | +42.1% | +32.7% | +9.4% | +16.1% |
| YTD | +57.4% | +19.2% | +38.3% | +35.4% |
| 1Y | +96.2% | +2.4% | +93.8% | +84.5% |
| 3Y | +267.9% | -25.6% | +293.5% | +297.2% |
| All | +328.5% | -53.5% | +382.1% | +539.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling