+32.4%
SWKS vs INDA
+104.1%
-71.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | 0.0% |
| 7D | -2.7% | +6.1% | -8.9% | -7.3% |
| 30D | +8.5% | +11.7% | -3.2% | -0.9% |
| 3M | +17.3% | +2.1% | +15.2% | +14.9% |
| 6M | +25.1% | +3.2% | +22.0% | +21.8% |
| YTD | +33.3% | -4.9% | +38.2% | +38.1% |
| 1Y | +22.9% | -4.4% | +27.3% | +26.5% |
| 3Y | +5.5% | +17.6% | -12.0% | -7.6% |
| 5Y | -41.9% | +9.9% | -51.7% | -46.1% |
| 10Y | +32.4% | +102.7% | -70.3% | -16.2% |
| All | +32.4% | +104.1% | -71.6% | -16.2% |
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