-49.0%
SWKS vs FRSH
-72.4%
+23.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.9% |
| 7D | +6.8% | -9.6% | +16.3% | +9.2% |
| 30D | +11.3% | -0.4% | +11.7% | +10.9% |
| 3M | +4.1% | +27.2% | -23.1% | -2.9% |
| 6M | +39.7% | +42.2% | -2.5% | +25.4% |
| YTD | +23.2% | -2.6% | +25.8% | +20.7% |
| 1Y | +5.3% | -10.2% | +15.4% | +5.2% |
| 3Y | -15.1% | -45.5% | +30.4% | -6.9% |
| All | -49.0% | -72.4% | +23.4% | -47.0% |
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