+33.8%
SWKS vs CG
-26.5%
+60.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.3% | +7.0% | +3.3% |
| 7D | +10.9% | -1.5% | +12.4% | +11.0% |
| 30D | +17.6% | +5.7% | +11.9% | +16.2% |
| 3M | +29.2% | -17.9% | +47.1% | +33.2% |
| 6M | +37.0% | -20.2% | +57.1% | +42.3% |
| YTD | +44.9% | -32.0% | +76.9% | +56.0% |
| 1Y | +33.8% | -27.0% | +60.8% | +36.7% |
| All | +33.8% | -26.5% | +60.3% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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