-40.1%
SWKS vs FRSH
-70.7%
+30.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.4% | +4.6% | +4.8% | +8.3% |
| 30D | +17.0% | -7.5% | +24.4% | +18.9% |
| 3M | +28.9% | -0.1% | +29.0% | +27.9% |
| 6M | +33.1% | +54.5% | -21.4% | +17.0% |
| YTD | +44.8% | +3.4% | +41.4% | +39.0% |
| 1Y | +36.2% | +6.4% | +29.8% | +29.7% |
| 3Y | +11.5% | -26.3% | +37.7% | +13.0% |
| 5Y | -37.1% | -66.4% | +29.3% | -36.0% |
| All | -40.1% | -70.7% | +30.6% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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