+32.1%
SWKS vs ARWR
+906.2%
-874.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.0% |
| 7D | -6.2% | -2.9% | -3.2% | -5.8% |
| 30D | -1.5% | -5.4% | +3.9% | -0.8% |
| 3M | +23.0% | -32.2% | +55.2% | +29.9% |
| 6M | +27.6% | -26.5% | +54.1% | +32.3% |
| YTD | +32.3% | -12.4% | +44.7% | +32.6% |
| 1Y | +20.1% | +46.9% | -26.7% | +9.9% |
| 3Y | +0.6% | +116.0% | -115.3% | -19.1% |
| 5Y | -42.3% | -28.0% | -14.4% | -47.8% |
| All | +32.1% | +906.2% | -874.1% | -12.7% |
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