+4,729.8%
SWKS vs DAR
+1,762.6%
+2,967.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.6% |
| 7D | +12.5% | +1.4% | +11.2% | +12.3% |
| 30D | +10.5% | +12.8% | -2.3% | +9.0% |
| 3M | -7.4% | +7.4% | -14.8% | -8.3% |
| 6M | +32.7% | +22.3% | +10.4% | +29.7% |
| YTD | +19.2% | +81.1% | -61.9% | +11.9% |
| 1Y | +2.4% | +106.5% | -104.1% | -5.3% |
| 3Y | -25.6% | +5.3% | -30.9% | -27.4% |
| 5Y | -53.4% | -11.5% | -41.9% | -54.0% |
| 10Y | +23.2% | +353.3% | -330.2% | +5.4% |
| All | +4,729.8% | +1,762.6% | +2,967.2% | +4,888.9% |
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