+20.1%
SWKS vs FND
-16.0%
+36.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -6.2% | +7.7% | -13.8% | -7.2% |
| 30D | -1.5% | +11.9% | -13.3% | -3.2% |
| 3M | +23.0% | -14.6% | +37.5% | +26.4% |
| 6M | +27.6% | +0.5% | +27.2% | +27.2% |
| YTD | +32.3% | -15.8% | +48.1% | +34.5% |
| 1Y | +20.1% | -12.9% | +33.1% | +20.0% |
| All | +20.1% | -16.0% | +36.1% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling