+5.5%
SWKS vs A
+67.3%
-61.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | -0.8% |
| 7D | -2.7% | +4.8% | -7.5% | -5.0% |
| 30D | +8.5% | +5.6% | +2.8% | +5.4% |
| 3M | +17.3% | +23.6% | -6.3% | +4.7% |
| 6M | +25.1% | +56.4% | -31.3% | -2.7% |
| YTD | +33.3% | +33.4% | -0.1% | +13.2% |
| 1Y | +22.9% | +23.7% | -0.8% | +9.0% |
| 3Y | +5.5% | +71.0% | -65.5% | -17.6% |
| All | +5.5% | +67.3% | -61.8% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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