+2.9%
SWKS vs ITOT
+19.2%
-16.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.7% |
| 7D | +11.8% | +0.7% | +11.2% | +10.6% |
| 30D | +6.7% | -1.1% | +7.8% | +8.5% |
| 3M | 0.0% | +3.9% | -3.9% | -5.0% |
| 6M | +38.7% | +14.7% | +24.0% | +17.0% |
| YTD | +21.4% | +13.3% | +8.0% | +3.6% |
| 1Y | +2.9% | +19.1% | -16.2% | -20.8% |
| All | +2.9% | +19.2% | -16.3% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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