-0.3%
SPOT vs SWKS
+14.2%
-14.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.9% | +7.5% | +4.6% |
| 7D | +16.6% | -4.9% | +21.5% | +16.5% |
| 30D | +29.9% | -1.2% | +31.1% | +29.9% |
| 3M | +31.3% | +24.2% | +7.1% | +29.6% |
| 6M | +43.2% | +21.5% | +21.7% | +41.6% |
| YTD | +8.1% | +33.5% | -25.4% | +6.8% |
| 1Y | -0.3% | +18.9% | -19.2% | -0.7% |
| All | -0.3% | +14.2% | -14.5% | -0.7% |
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