-43.0%
SWKS vs ACWI
+55.1%
-98.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.8% | +4.0% |
| 7D | -9.2% | -4.0% | -5.2% | -3.4% |
| 30D | -1.9% | -5.8% | +3.9% | +7.4% |
| 3M | +21.2% | -5.0% | +26.3% | +30.9% |
| 6M | +12.9% | +0.7% | +12.2% | +11.3% |
| YTD | +30.7% | +8.4% | +22.3% | +13.8% |
| 1Y | +14.1% | +10.1% | +4.0% | -3.1% |
| 3Y | -1.7% | +70.8% | -72.5% | -57.7% |
| 5Y | -43.0% | +55.4% | -98.4% | -71.1% |
| All | -43.0% | +55.1% | -98.1% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling