+16.5%
SNPS vs SWKS
+21.0%
-4.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.6% |
| 7D | +0.2% | -2.7% | +2.9% | +0.5% |
| 30D | -8.4% | +8.5% | -16.9% | -9.2% |
| 3M | +12.3% | +17.3% | -5.0% | +8.1% |
| 6M | -9.6% | +25.1% | -34.7% | -14.3% |
| YTD | -0.6% | +33.3% | -33.9% | -8.6% |
| All | +16.5% | +21.0% | -4.5% | +11.3% |
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