-88.8%
SNDQ vs SWKS
+34.1%
-122.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.8% | +5.5% |
| 7D | +43.9% | -3.1% | +47.0% | +41.4% |
| 30D | +141.3% | +8.3% | +132.9% | +162.9% |
| 3M | +7.3% | +20.2% | -13.0% | +35.9% |
| 6M | -60.0% | +24.9% | -84.9% | -43.6% |
| All | -88.8% | +34.1% | -122.9% | -83.1% |
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 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