+372.9%
SWKS vs INDA
+122.4%
+250.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.3% | +6.2% | +6.1% |
| 7D | +5.7% | +3.1% | +2.6% | +3.4% |
| 30D | +17.3% | +11.3% | +6.0% | +8.4% |
| 3M | +28.3% | +3.0% | +25.3% | +25.0% |
| 6M | +26.1% | +6.5% | +19.5% | +20.5% |
| YTD | +41.1% | -4.6% | +45.6% | +45.2% |
| 1Y | +31.4% | -5.8% | +37.2% | +36.3% |
| 3Y | +7.3% | +16.8% | -9.5% | -4.1% |
| 5Y | -37.7% | +10.4% | -48.1% | -41.7% |
| 10Y | +46.0% | +116.8% | -70.8% | -12.5% |
| All | +372.9% | +122.4% | +250.5% | +178.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling