+35.3%
SWKS vs INDA
+104.9%
-69.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.6% |
| 7D | -3.1% | +6.2% | -9.4% | -7.8% |
| 30D | +8.3% | +12.4% | -4.0% | -1.5% |
| 3M | +20.2% | +3.2% | +17.1% | +16.8% |
| 6M | +24.9% | +3.8% | +21.2% | +21.1% |
| YTD | +33.2% | -4.3% | +37.5% | +37.2% |
| 1Y | +23.6% | -4.5% | +28.1% | +27.3% |
| 3Y | +1.3% | +17.1% | -15.8% | -11.1% |
| 5Y | -40.6% | +11.0% | -51.6% | -45.3% |
| 10Y | +35.3% | +107.5% | -72.2% | -14.7% |
| All | +35.3% | +104.9% | -69.6% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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