+25.9%
SWKS vs DAR
+352.7%
-326.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.8% |
| 7D | +12.5% | +1.4% | +11.2% | +11.9% |
| 30D | +10.5% | +12.8% | -2.3% | +5.1% |
| 3M | -7.4% | +7.4% | -14.8% | -10.7% |
| 6M | +32.7% | +22.3% | +10.4% | +21.7% |
| YTD | +19.2% | +81.1% | -61.9% | -5.9% |
| 1Y | +2.4% | +106.5% | -104.1% | -23.8% |
| 3Y | -25.6% | +5.3% | -30.9% | -31.9% |
| 5Y | -53.4% | -11.5% | -41.9% | -56.2% |
| All | +25.9% | +352.7% | -326.8% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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