+5.3%
SWKS vs ELAN
+23.9%
-18.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.7% |
| 7D | +6.8% | -4.6% | +11.4% | +7.3% |
| 30D | +11.3% | +5.7% | +5.6% | +10.6% |
| 3M | +4.1% | -3.9% | +7.9% | +4.1% |
| 6M | +39.7% | -1.6% | +41.3% | +38.4% |
| YTD | +23.2% | +4.1% | +19.2% | +20.7% |
| 1Y | +5.3% | +25.5% | -20.3% | -4.6% |
| All | +5.3% | +23.9% | -18.7% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 ELAN 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