+433.2%
SNXX vs SWKS
+28.4%
+404.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -1.5% |
| 7D | +26.7% | +11.8% | +14.9% | +15.9% |
| 30D | +90.7% | +6.7% | +83.9% | +80.5% |
| 3M | -30.9% | 0.0% | -30.9% | -32.0% |
| 6M | +409.9% | +38.7% | +371.2% | +453.9% |
| All | +433.2% | +28.4% | +404.8% | +435.2% |
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