+11.6%
SWKS vs INDA
+17.0%
-5.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +10.9% | +3.1% | +7.8% | +8.1% |
| 30D | +17.6% | +9.1% | +8.5% | +9.1% |
| 3M | +29.2% | +3.2% | +26.0% | +25.5% |
| 6M | +37.0% | +8.5% | +28.5% | +28.0% |
| YTD | +44.9% | -4.6% | +49.6% | +51.4% |
| 1Y | +33.8% | -5.5% | +39.3% | +40.9% |
| All | +11.6% | +17.0% | -5.4% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling