+55.3%
SOXX vs SWKS
+33.8%
+21.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.6% |
| 7D | +9.4% | +9.4% | -0.1% | +5.4% |
| 30D | -13.8% | +17.0% | -30.7% | -18.7% |
| 3M | -18.6% | +28.9% | -47.5% | -27.8% |
| 6M | -15.1% | +33.1% | -48.3% | -24.3% |
| YTD | +49.0% | +44.8% | +4.2% | +27.1% |
| 1Y | +55.3% | +36.2% | +19.1% | +38.6% |
| All | +55.3% | +33.8% | +21.5% | +38.6% |
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