+44.5%
SWK vs SPXS
-2.5%
+47.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.7% |
| 7D | +11.0% | +7.5% | +3.5% | +14.8% |
| 30D | +30.1% | +17.5% | +12.6% | +39.7% |
| 3M | +14.7% | +14.7% | 0.0% | +22.5% |
| 6M | +44.5% | -0.1% | +44.6% | +42.9% |
| All | +44.5% | -2.5% | +47.0% | +42.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling