+18.9%
SWKS vs IRE
-97.6%
+116.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -23.2% | +20.3% | -2.2% |
| 7D | -4.9% | -46.8% | +41.9% | -3.5% |
| 30D | -1.2% | -75.5% | +74.3% | +2.1% |
| 3M | +24.2% | -79.4% | +103.6% | +28.0% |
| 6M | +21.5% | -91.3% | +112.8% | +25.2% |
| YTD | +33.5% | -90.8% | +124.3% | +32.3% |
| 1Y | +18.9% | -97.7% | +116.6% | +22.1% |
| All | +18.9% | -97.6% | +116.5% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling