+432.9%
SNXX vs SWKS
+26.1%
+406.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +3.5% | +19.9% | +20.4% |
| 7D | +34.9% | +12.5% | +22.4% | +23.0% |
| 30D | +52.5% | +10.5% | +42.1% | +39.4% |
| 3M | -41.3% | -7.4% | -33.9% | -40.5% |
| 6M | +293.8% | +32.7% | +261.1% | +314.6% |
| All | +432.9% | +26.1% | +406.8% | +443.3% |
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