+51.0%
SWKS vs CI
+145.6%
-94.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.3% |
| 7D | +10.9% | -1.7% | +12.6% | +11.4% |
| 30D | +17.6% | +4.9% | +12.7% | +15.5% |
| 3M | +29.2% | +7.4% | +21.8% | +25.5% |
| 6M | +37.0% | +0.4% | +36.6% | +35.2% |
| YTD | +44.9% | +9.5% | +35.5% | +38.1% |
| 1Y | +33.8% | +12.0% | +21.9% | +26.3% |
| 3Y | +10.2% | +7.1% | +3.1% | +0.9% |
| 5Y | -37.0% | +49.3% | -86.3% | -51.6% |
| All | +51.0% | +145.6% | -94.6% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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