+55.6%
SWKS vs EW
+6,974.1%
-6,918.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +12.5% | -0.3% | +12.9% | +12.7% |
| 30D | +10.5% | +1.0% | +9.4% | +10.0% |
| 3M | -7.4% | +2.8% | -10.2% | -8.8% |
| 6M | +32.7% | +5.5% | +27.2% | +29.2% |
| YTD | +19.2% | +5.5% | +13.7% | +15.9% |
| 1Y | +2.4% | +11.0% | -8.7% | -2.5% |
| 3Y | -25.6% | +17.7% | -43.3% | -33.7% |
| 5Y | -53.4% | -25.7% | -27.7% | -51.7% |
| 10Y | +23.2% | +132.8% | -109.6% | -16.4% |
| All | +55.6% | +6,974.1% | -6,918.5% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling