+105.1%
SOXX vs SWKS
+15.6%
+89.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.8% | -12.5% | -7.0% |
| 7D | +3.0% | +17.5% | -14.5% | -4.6% |
| 30D | -3.1% | +23.0% | -26.1% | -12.3% |
| 3M | -4.4% | +19.5% | -23.9% | -12.1% |
| 6M | +52.9% | +54.3% | -1.4% | +26.3% |
| YTD | +72.0% | +35.3% | +36.7% | +49.4% |
| 1Y | +105.1% | +17.9% | +87.2% | +90.7% |
| All | +105.1% | +15.6% | +89.5% | +90.7% |
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