+23.8%
SWKS vs INFQ
-4.1%
+27.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.3% | -4.5% | +1.1% |
| 7D | +11.8% | +7.6% | +4.2% | +10.8% |
| 30D | +6.7% | +14.7% | -8.0% | +4.6% |
| 3M | 0.0% | -7.8% | +7.8% | -0.9% |
| 6M | +38.7% | +28.0% | +10.7% | +31.6% |
| All | +23.8% | -4.1% | +27.9% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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