+5,198.9%
SWKS vs DAR
+1,348.6%
+3,850.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.8% |
| 7D | -9.2% | -8.1% | -1.1% | -8.4% |
| 30D | -1.9% | -17.1% | +15.2% | -0.1% |
| 3M | +21.2% | -12.3% | +33.5% | +22.6% |
| 6M | +12.9% | -21.8% | +34.7% | +15.4% |
| YTD | +30.7% | +40.8% | -10.1% | +25.9% |
| 1Y | +14.1% | +57.4% | -43.2% | +8.6% |
| 3Y | -1.7% | +12.1% | -13.8% | -4.4% |
| 5Y | -43.0% | -40.2% | -2.8% | -41.5% |
| 10Y | +34.3% | +280.1% | -245.7% | +17.2% |
| All | +5,198.9% | +1,348.6% | +3,850.4% | +5,510.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling