+50.8%
SWKS vs CI
+146.2%
-95.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +9.4% | +1.2% | +8.3% | +9.0% |
| 30D | +17.0% | +2.6% | +14.4% | +15.7% |
| 3M | +28.9% | +7.4% | +21.5% | +25.2% |
| 6M | +33.1% | -0.1% | +33.2% | +31.6% |
| YTD | +44.8% | +9.7% | +35.1% | +37.8% |
| 1Y | +36.2% | +12.1% | +24.1% | +28.6% |
| 3Y | +11.5% | +7.0% | +4.5% | +2.2% |
| 5Y | -37.1% | +49.7% | -86.8% | -51.7% |
| All | +50.8% | +146.2% | -95.4% | -13.0% |
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