+36.2%
SWKS vs EXE
-23.9%
+60.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +9.4% | +5.3% | +4.1% | +9.0% |
| 30D | +17.0% | -2.2% | +19.2% | +17.1% |
| 3M | +28.9% | -5.9% | +34.8% | +29.5% |
| 6M | +33.1% | -5.7% | +38.9% | +33.9% |
| YTD | +44.8% | -17.8% | +62.6% | +47.2% |
| 1Y | +36.2% | -23.1% | +59.3% | +42.3% |
| All | +36.2% | -23.9% | +60.1% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling