+54.4%
SWK vs SPXS
-80.4%
+134.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +39.1% |
| 3M | +14.4% | +9.6% | +4.8% | +20.9% |
| 6M | +46.4% | -4.7% | +51.1% | +46.9% |
| YTD | +61.6% | -24.6% | +86.1% | +48.3% |
| 1Y | +78.7% | -24.6% | +103.3% | +65.0% |
| 3Y | +54.4% | -79.8% | +134.2% | -16.7% |
| All | +54.4% | -80.4% | +134.8% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling