+18.9%
SWKS vs CASY
+32.1%
-13.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.4% | -4.3% | -2.8% |
| 7D | -4.9% | +0.8% | -5.8% | -4.9% |
| 30D | -1.2% | +9.4% | -10.6% | -0.2% |
| 3M | +24.2% | -20.6% | +44.7% | +24.2% |
| 6M | +21.5% | -20.7% | +42.2% | +24.7% |
| YTD | +33.5% | +22.5% | +11.0% | +34.1% |
| 1Y | +18.9% | +29.5% | -10.6% | +18.4% |
| All | +18.9% | +32.1% | -13.2% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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