+18.9%
SWKS vs EIX
+18.9%
0.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.1% | -6.0% | -2.7% |
| 7D | -4.9% | +4.5% | -9.4% | -4.7% |
| 30D | -1.2% | +15.2% | -16.4% | -0.5% |
| 3M | +24.2% | -11.6% | +35.7% | +24.8% |
| 6M | +21.5% | -8.4% | +29.8% | +20.4% |
| YTD | +33.5% | +8.2% | +25.3% | +20.5% |
| 1Y | +18.9% | +16.6% | +2.3% | +5.2% |
| All | +18.9% | +18.9% | 0.0% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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