+8,794.6%
SWKS vs MSI
+4,479.6%
+4,315.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.0% | -6.1% | -4.2% |
| 7D | -9.2% | +5.1% | -14.3% | -11.6% |
| 30D | -1.9% | +13.3% | -15.2% | -8.2% |
| 3M | +21.2% | +18.3% | +2.9% | +10.2% |
| 6M | +12.9% | +18.7% | -5.8% | +1.5% |
| YTD | +30.7% | +36.0% | -5.3% | +8.9% |
| 1Y | +14.1% | +32.6% | -18.4% | -3.7% |
| 3Y | -1.7% | +78.3% | -80.0% | -29.9% |
| 5Y | -43.0% | +121.6% | -164.6% | -63.9% |
| 10Y | +34.3% | +689.0% | -654.7% | -57.0% |
| All | +8,794.6% | +4,479.6% | +4,315.1% | +1,867.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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