+9,680.6%
SWKS vs ALL
+3,805.6%
+5,874.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.9% | -5.8% | -4.1% |
| 7D | -4.9% | +7.5% | -12.5% | -7.8% |
| 30D | -1.2% | +19.7% | -20.9% | -8.3% |
| 3M | +24.2% | +2.9% | +21.2% | +21.7% |
| 6M | +21.5% | +23.5% | -2.0% | +9.4% |
| YTD | +33.5% | +31.1% | +2.3% | +16.9% |
| 1Y | +18.9% | +40.5% | -21.5% | +1.1% |
| 3Y | +0.4% | +117.1% | -116.8% | -30.7% |
| 5Y | -44.3% | +158.6% | -202.9% | -65.3% |
| 10Y | +37.1% | +402.4% | -365.2% | -35.8% |
| All | +9,680.6% | +3,805.6% | +5,874.9% | +2,441.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling