+0.6%
SWKS vs DOW
-24.9%
+25.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +1.9% |
| 7D | -6.2% | -9.5% | +3.4% | -2.3% |
| 30D | -1.5% | +13.1% | -14.6% | -6.5% |
| 3M | +23.0% | +4.8% | +18.1% | +19.8% |
| 6M | +27.6% | -16.7% | +44.3% | +36.6% |
| YTD | +32.3% | +38.9% | -6.6% | +5.5% |
| 1Y | +20.1% | +48.3% | -28.2% | -8.0% |
| 3Y | +0.6% | -24.4% | +25.0% | +6.0% |
| All | +0.6% | -24.9% | +25.6% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling