+21.2%
SWKS vs DOW
-10.0%
+31.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.9% |
| 7D | -3.1% | -6.8% | +3.7% | +0.1% |
| 30D | +8.3% | +10.8% | -2.4% | +2.9% |
| 3M | +20.2% | +4.1% | +16.1% | +17.2% |
| 6M | +24.9% | -12.7% | +37.7% | +31.0% |
| YTD | +33.2% | +39.2% | -6.1% | +6.1% |
| 1Y | +23.6% | +49.5% | -25.9% | -5.6% |
| 3Y | +1.3% | -24.4% | +25.6% | +7.7% |
| 5Y | -40.6% | -29.6% | -11.0% | -34.9% |
| All | +21.2% | -10.0% | +31.2% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling