-91.0%
SNDQ vs SWKS
+34.5%
-125.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.9% | +18.2% | +12.6% |
| 7D | +66.1% | -4.9% | +71.1% | +60.0% |
| 30D | +122.5% | -1.2% | +123.7% | +123.9% |
| 3M | +11.6% | +24.2% | -12.6% | +44.7% |
| 6M | -82.2% | +21.5% | -103.7% | -75.0% |
| All | -91.0% | +34.5% | -125.5% | -86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling