+20.1%
SWKS vs IYR
+9.9%
+10.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -6.2% | +2.0% | -8.1% | -6.7% |
| 30D | -1.5% | +8.2% | -9.7% | -4.0% |
| 3M | +23.0% | -1.7% | +24.7% | +24.3% |
| 6M | +27.6% | -0.4% | +28.0% | +27.9% |
| YTD | +32.3% | +9.9% | +22.4% | +18.5% |
| 1Y | +20.1% | +10.4% | +9.7% | +7.2% |
| All | +20.1% | +9.9% | +10.2% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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