+25.9%
SWKS vs ARWR
+1,117.8%
-1,091.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +12.5% | +1.7% | +10.8% | +12.2% |
| 30D | +10.5% | -0.7% | +11.1% | +10.6% |
| 3M | -7.4% | +14.9% | -22.3% | -9.8% |
| 6M | +32.7% | +32.6% | 0.0% | +25.6% |
| YTD | +19.2% | +30.0% | -10.9% | +12.9% |
| 1Y | +2.4% | +208.4% | -206.0% | -16.4% |
| 3Y | -25.6% | +208.8% | -234.4% | -43.4% |
| 5Y | -53.4% | +27.8% | -81.2% | -61.2% |
| All | +25.9% | +1,117.8% | -1,091.9% | -20.1% |
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