+23.8%
SWKS vs ALL
+28.9%
-5.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.7% |
| 7D | -2.7% | -3.9% | +1.1% | -3.4% |
| 30D | +8.5% | +10.6% | -2.1% | +10.3% |
| 3M | +17.3% | -4.6% | +21.8% | +17.0% |
| 6M | +25.1% | +20.2% | +4.9% | +23.7% |
| YTD | +33.3% | +23.7% | +9.6% | +29.5% |
| All | +23.8% | +28.9% | -5.1% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling