+50.8%
SWKS vs ARWR
+1,024.2%
-973.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | +9.4% | -17.8% | +27.3% | +12.6% |
| 30D | +17.0% | -18.1% | +35.1% | +20.3% |
| 3M | +28.9% | -44.2% | +73.1% | +40.2% |
| 6M | +33.1% | -38.6% | +71.8% | +41.8% |
| YTD | +44.8% | -28.0% | +72.8% | +49.2% |
| 1Y | +36.2% | +16.1% | +20.1% | +28.7% |
| 3Y | +11.5% | +84.0% | -72.5% | -8.8% |
| 5Y | -37.1% | -35.4% | -1.7% | -42.2% |
| All | +50.8% | +1,024.2% | -973.4% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling