+3.7%
SWKS vs FND
+68.8%
-65.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.7% | +6.7% | +6.2% |
| 7D | +5.7% | -4.4% | +10.1% | +7.3% |
| 30D | +17.3% | +14.5% | +2.8% | +11.0% |
| 3M | +28.3% | -15.6% | +43.9% | +34.5% |
| 6M | +26.1% | +4.7% | +21.3% | +20.7% |
| YTD | +41.1% | -16.1% | +57.2% | +43.9% |
| 1Y | +31.4% | -16.0% | +47.4% | +33.7% |
| 3Y | +7.3% | -35.5% | +42.8% | +15.6% |
| 5Y | -37.7% | -60.5% | +22.8% | -24.2% |
| All | +3.7% | +68.8% | -65.1% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling