-16.4%
SWKS vs FRSH
-48.3%
+31.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.8% | +2.9% |
| 7D | +11.8% | -10.1% | +21.9% | +14.3% |
| 30D | +6.7% | +2.2% | +4.5% | +5.8% |
| 3M | 0.0% | +28.6% | -28.6% | -6.5% |
| 6M | +38.7% | +40.2% | -1.5% | +25.5% |
| YTD | +21.4% | -1.2% | +22.6% | +20.5% |
| 1Y | +2.9% | -7.9% | +10.8% | +4.2% |
| 3Y | -16.4% | -44.7% | +28.3% | -8.5% |
| All | -16.4% | -48.3% | +31.9% | -8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling