+22.4%
SWK vs SPXS
-99.5%
+121.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -0.9% |
| 7D | +11.3% | +0.4% | +10.9% | +12.4% |
| 30D | +31.5% | +10.8% | +20.6% | +38.9% |
| 3M | +14.4% | +9.6% | +4.8% | +20.7% |
| 6M | +46.4% | -4.7% | +51.1% | +47.2% |
| YTD | +61.6% | -24.6% | +86.1% | +49.2% |
| 1Y | +78.7% | -24.6% | +103.3% | +66.0% |
| 3Y | +54.4% | -79.8% | +134.2% | -7.9% |
| 5Y | -25.3% | -83.3% | +58.0% | -49.4% |
| 10Y | +22.4% | -99.5% | +121.9% | -70.2% |
| All | +22.4% | -99.5% | +121.9% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling