+2.9%
SWKS vs EWJ
+26.9%
-24.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +2.1% |
| 7D | +11.8% | +2.9% | +8.9% | +9.4% |
| 30D | +6.7% | +1.1% | +5.6% | +5.8% |
| 3M | 0.0% | +7.1% | -7.1% | -4.9% |
| 6M | +38.7% | +16.2% | +22.5% | +25.8% |
| YTD | +21.4% | +22.0% | -0.6% | +2.5% |
| 1Y | +2.9% | +26.2% | -23.3% | -15.8% |
| All | +2.9% | +26.9% | -24.0% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EWJ 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling