+18.9%
SWKS vs DOW
+50.2%
-31.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -2.4% |
| 7D | -4.9% | -4.2% | -0.8% | -4.3% |
| 30D | -1.2% | +14.7% | -15.9% | -3.3% |
| 3M | +24.2% | +9.1% | +15.1% | +22.2% |
| 6M | +21.5% | -17.7% | +39.1% | +28.0% |
| YTD | +33.5% | +44.6% | -11.1% | +11.3% |
| 1Y | +18.9% | +51.9% | -33.0% | -3.9% |
| All | +18.9% | +50.2% | -31.3% | -3.9% |
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