+578.0%
SWK vs SPXS
-100.0%
+678.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.2% | -15.8% | +3.2% |
| 7D | +11.3% | +14.3% | -3.1% | +18.7% |
| 30D | +28.1% | +19.4% | +8.7% | +39.4% |
| 3M | +12.6% | +16.2% | -3.7% | +21.5% |
| 6M | +51.7% | -3.4% | +55.1% | +53.4% |
| YTD | +60.0% | -19.1% | +79.0% | +52.6% |
| 1Y | +72.7% | -20.5% | +93.1% | +64.5% |
| 3Y | +46.3% | -79.1% | +125.4% | -10.1% |
| 5Y | -24.6% | -81.6% | +57.0% | -46.1% |
| 10Y | +32.2% | -99.5% | +131.8% | -67.6% |
| All | +578.0% | -100.0% | +678.0% | -65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling