+36.2%
SWKS vs FDX
+51.6%
-15.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | +9.4% | +5.2% | +4.2% | +8.1% |
| 30D | +17.0% | +11.3% | +5.7% | +13.6% |
| 3M | +28.9% | -4.1% | +33.0% | +30.1% |
| 6M | +33.1% | +9.6% | +23.5% | +28.6% |
| YTD | +44.8% | +40.9% | +3.9% | +21.9% |
| 1Y | +36.2% | +53.0% | -16.8% | +10.2% |
| All | +36.2% | +51.6% | -15.4% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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