+2.4%
SWKS vs IDXX
-16.0%
+18.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.4% | +3.3% |
| 7D | +12.5% | -3.5% | +16.0% | +13.2% |
| 30D | +10.5% | -8.4% | +18.9% | +12.1% |
| 3M | -7.4% | -5.2% | -2.2% | -6.6% |
| 6M | +32.7% | -17.5% | +50.1% | +37.2% |
| YTD | +19.2% | -20.9% | +40.0% | +23.6% |
| 1Y | +2.4% | -16.4% | +18.8% | +5.4% |
| All | +2.4% | -16.0% | +18.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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