+8,007.1%
SWKS vs EXPD
+30,859.1%
-22,851.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.2% |
| 7D | +12.5% | -1.1% | +13.6% | +13.0% |
| 30D | +10.5% | +4.1% | +6.4% | +8.6% |
| 3M | -7.4% | +17.9% | -25.3% | -13.7% |
| 6M | +32.7% | +29.2% | +3.4% | +18.7% |
| YTD | +19.2% | +27.4% | -8.2% | +6.5% |
| 1Y | +2.4% | +56.8% | -54.4% | -16.9% |
| 3Y | -25.6% | +68.0% | -93.7% | -41.3% |
| 5Y | -53.4% | +61.9% | -115.3% | -62.9% |
| 10Y | +23.2% | +316.0% | -292.8% | -32.4% |
| All | +8,007.1% | +30,859.1% | -22,851.9% | +1,886.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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