+11.5%
SWKS vs NDAQ
+117.7%
-106.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +9.4% | +1.3% | +8.2% | +8.9% |
| 30D | +17.0% | +18.0% | -1.0% | +9.9% |
| 3M | +28.9% | +11.5% | +17.4% | +23.3% |
| 6M | +33.1% | +21.1% | +12.1% | +21.9% |
| YTD | +44.8% | +12.8% | +32.0% | +37.3% |
| 1Y | +36.2% | +25.7% | +10.5% | +19.5% |
| 3Y | +11.5% | +116.8% | -105.3% | -32.0% |
| All | +11.5% | +117.7% | -106.2% | -32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling