+2.4%
SWKS vs DOW
+30.0%
-27.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.0% | +6.6% | +4.1% |
| 7D | +12.5% | -2.4% | +14.9% | +13.0% |
| 30D | +10.5% | +0.4% | +10.1% | +10.2% |
| 3M | -7.4% | -14.4% | +7.0% | -3.9% |
| 6M | +32.7% | -7.0% | +39.6% | +32.2% |
| YTD | +19.2% | +30.2% | -11.0% | +3.6% |
| 1Y | +2.4% | +29.2% | -26.8% | -12.9% |
| All | +2.4% | +30.0% | -27.6% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling