-43.6%
SWKS vs FRSH
-68.5%
+24.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.6% | +5.9% | +2.3% |
| 7D | -6.2% | -17.7% | +11.6% | -1.8% |
| 30D | -1.5% | -11.0% | +9.5% | +1.0% |
| 3M | +23.0% | +4.5% | +18.5% | +20.3% |
| 6M | +27.6% | +36.2% | -8.6% | +15.2% |
| YTD | +32.3% | -1.1% | +33.5% | +28.3% |
| 1Y | +20.1% | +11.6% | +8.5% | +12.3% |
| 3Y | +0.6% | -33.9% | +34.5% | +4.8% |
| All | -43.6% | -68.5% | +24.9% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling