+8,981.9%
SWKS vs EXC
+2,499.9%
+6,482.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.4% |
| 7D | -4.9% | +3.3% | -8.2% | -5.9% |
| 30D | -1.2% | +13.3% | -14.5% | -5.0% |
| 3M | +24.2% | +1.8% | +22.3% | +23.3% |
| 6M | +21.5% | +1.1% | +20.4% | +20.4% |
| YTD | +33.5% | +9.0% | +24.5% | +28.7% |
| 1Y | +18.9% | +3.4% | +15.6% | +16.4% |
| 3Y | +0.4% | +27.7% | -27.3% | -9.8% |
| 5Y | -44.3% | +43.1% | -87.4% | -52.2% |
| 10Y | +37.1% | +182.0% | -144.8% | -4.6% |
| All | +8,981.9% | +2,499.9% | +6,482.0% | +4,067.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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