+11.6%
SWKS vs ELAN
+148.1%
-136.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.7% | +2.7% |
| 7D | +10.9% | +11.9% | -1.0% | +7.9% |
| 30D | +17.6% | +18.3% | -0.7% | +12.8% |
| 3M | +29.2% | +19.7% | +9.5% | +23.3% |
| 6M | +37.0% | +23.7% | +13.3% | +28.6% |
| YTD | +44.9% | +17.1% | +27.8% | +35.9% |
| 1Y | +33.8% | +20.2% | +13.6% | +24.3% |
| All | +11.6% | +148.1% | -136.5% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling