+0.6%
SWKS vs EW
+51.9%
-51.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.9% |
| 7D | -6.2% | +11.0% | -17.2% | -8.4% |
| 30D | -1.5% | +19.1% | -20.6% | -5.3% |
| 3M | +23.0% | +14.4% | +8.6% | +19.0% |
| 6M | +27.6% | +22.8% | +4.8% | +20.7% |
| YTD | +32.3% | +19.8% | +12.5% | +25.8% |
| 1Y | +20.1% | +23.9% | -3.8% | +13.2% |
| 3Y | +0.6% | +52.2% | -51.6% | -18.3% |
| All | +0.6% | +51.9% | -51.3% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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