-25.2%
SWKS vs MSCI
+10.6%
-35.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +12.5% | +0.4% | +12.1% | +12.4% |
| 30D | +10.5% | +0.6% | +9.9% | +10.3% |
| 3M | -7.4% | -7.1% | -0.3% | -6.0% |
| 6M | +32.7% | +0.8% | +31.8% | +30.0% |
| YTD | +19.2% | +1.0% | +18.2% | +15.8% |
| 1Y | +2.4% | +4.3% | -1.9% | -2.4% |
| All | -25.2% | +10.6% | -35.8% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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