+47.0%
SWKS vs NDAQ
+478.1%
-431.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.3% | +6.3% | +6.1% |
| 7D | +5.7% | 0.0% | +5.7% | +5.7% |
| 30D | +17.3% | +16.3% | +1.0% | +6.5% |
| 3M | +28.3% | +15.8% | +12.4% | +15.7% |
| 6M | +26.1% | +24.8% | +1.2% | +7.0% |
| YTD | +41.1% | +14.1% | +27.0% | +25.3% |
| 1Y | +31.4% | +26.5% | +4.9% | +8.4% |
| 3Y | +7.3% | +119.1% | -111.9% | -40.8% |
| 5Y | -37.7% | +70.9% | -108.6% | -59.9% |
| All | +47.0% | +478.1% | -431.2% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling