+5.3%
SWKS vs FRSH
-9.1%
+14.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.6% |
| 7D | +6.8% | -9.6% | +16.3% | +6.9% |
| 30D | +11.3% | -0.4% | +11.7% | +11.1% |
| 3M | +4.1% | +27.2% | -23.1% | +3.4% |
| 6M | +39.7% | +42.2% | -2.5% | +37.2% |
| YTD | +23.2% | -2.6% | +25.8% | +29.7% |
| 1Y | +5.3% | -10.2% | +15.4% | +15.4% |
| All | +5.3% | -9.1% | +14.3% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling