+51.0%
SWKS vs NDAQ
+472.7%
-421.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.7% | +3.3% |
| 7D | +10.9% | +1.7% | +9.2% | +9.7% |
| 30D | +17.6% | +16.2% | +1.4% | +6.8% |
| 3M | +29.2% | +14.0% | +15.2% | +17.7% |
| 6M | +37.0% | +22.3% | +14.7% | +17.9% |
| YTD | +44.9% | +13.0% | +31.9% | +29.5% |
| 1Y | +33.8% | +24.0% | +9.8% | +11.8% |
| 3Y | +10.2% | +117.1% | -106.9% | -38.8% |
| 5Y | -37.0% | +67.5% | -104.5% | -58.9% |
| All | +51.0% | +472.7% | -421.7% | -57.2% |
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