+974.8%
SWKS vs MSCI
+2,756.4%
-1,781.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.7% |
| 7D | +12.5% | +0.4% | +12.1% | +12.2% |
| 30D | +10.5% | +0.6% | +9.9% | +10.1% |
| 3M | -7.4% | -7.1% | -0.3% | -5.2% |
| 6M | +32.7% | +0.8% | +31.8% | +29.5% |
| YTD | +19.2% | +1.0% | +18.2% | +14.9% |
| 1Y | +2.4% | +4.3% | -1.9% | -3.3% |
| 3Y | -25.6% | +9.9% | -35.6% | -33.2% |
| 5Y | -53.4% | -6.8% | -46.7% | -55.4% |
| 10Y | +23.2% | +614.7% | -591.5% | -55.2% |
| All | +974.8% | +2,756.4% | -1,781.6% | +121.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling