+24.0%
SWKS vs EXEL
+70.3%
-46.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | -3.1% | -2.4% | -0.8% | -3.1% |
| 30D | +8.3% | +17.9% | -9.6% | +7.9% |
| 3M | +20.2% | +33.3% | -13.0% | +19.4% |
| 6M | +24.9% | +46.6% | -21.6% | +24.7% |
| YTD | +33.2% | +61.0% | -27.9% | +33.9% |
| All | +24.0% | +70.3% | -46.3% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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