+47.7%
SWKS vs INFQ
-40.5%
+88.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.3% |
| 7D | +9.4% | -4.6% | +14.0% | +9.9% |
| 30D | +17.0% | -6.9% | +23.9% | +17.3% |
| 3M | +28.9% | -30.4% | +59.3% | +33.6% |
| 6M | +33.1% | -36.2% | +69.3% | +39.5% |
| All | +47.7% | -40.5% | +88.2% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling