+75.3%
SWK vs SPXS
-26.2%
+101.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.8% |
| 7D | -1.4% | -7.5% | +6.1% | -4.7% |
| 30D | +25.5% | +5.3% | +20.1% | +29.5% |
| 3M | +11.8% | +9.7% | +2.1% | +18.3% |
| 6M | +48.7% | -4.6% | +53.2% | +48.6% |
| YTD | +57.2% | -25.8% | +83.0% | +40.1% |
| 1Y | +75.3% | -28.8% | +104.0% | +53.3% |
| All | +75.3% | -26.2% | +101.4% | +53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling