+0.6%
SWKS vs D
+79.5%
-78.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.5% |
| 7D | -6.2% | +3.0% | -9.1% | -6.7% |
| 30D | -1.5% | +11.5% | -13.0% | -3.6% |
| 3M | +23.0% | +3.7% | +19.2% | +22.0% |
| 6M | +27.6% | +13.5% | +14.1% | +23.1% |
| YTD | +32.3% | +20.7% | +11.6% | +26.1% |
| 1Y | +20.1% | +18.2% | +1.9% | +14.9% |
| 3Y | +0.6% | +73.3% | -72.7% | -11.9% |
| All | +0.6% | +79.5% | -78.9% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 3y: compounded portfolio wealth divided by compounded D 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…
3y analysis · Full analysis span regression · 6 months rolling