+0.6%
SWKS vs INDA
+15.9%
-15.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -0.2% |
| 7D | -6.2% | +6.6% | -12.8% | -11.2% |
| 30D | -1.5% | +10.4% | -11.9% | -9.6% |
| 3M | +23.0% | +1.5% | +21.4% | +21.2% |
| 6M | +27.6% | +1.7% | +25.9% | +25.6% |
| YTD | +32.3% | -5.8% | +38.2% | +39.8% |
| 1Y | +20.1% | -5.1% | +25.2% | +25.6% |
| 3Y | +0.6% | +16.0% | -15.3% | -22.0% |
| All | +0.6% | +15.9% | -15.3% | -22.0% |
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