+8,007.1%
SWKS vs FDX
+4,233.7%
+3,773.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | +12.5% | -2.5% | +15.0% | +13.7% |
| 30D | +10.5% | +3.8% | +6.7% | +8.3% |
| 3M | -7.4% | -1.3% | -6.1% | -7.1% |
| 6M | +32.7% | +5.0% | +27.6% | +28.0% |
| YTD | +19.2% | +39.6% | -20.5% | +0.2% |
| 1Y | +2.4% | +81.1% | -78.7% | -24.1% |
| 3Y | -25.6% | +63.0% | -88.7% | -43.6% |
| 5Y | -53.4% | +65.6% | -119.0% | -66.1% |
| 10Y | +23.2% | +183.4% | -160.2% | -33.9% |
| All | +8,007.1% | +4,233.7% | +3,773.5% | +1,874.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling