-43.6%
SWKS vs NDAQ
+60.8%
-104.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -6.2% | +0.8% | -7.0% | -6.6% |
| 30D | -1.5% | +16.5% | -18.0% | -8.9% |
| 3M | +23.0% | +13.5% | +9.5% | +14.4% |
| 6M | +27.6% | +20.9% | +6.7% | +13.6% |
| YTD | +32.3% | +11.4% | +20.9% | +22.5% |
| 1Y | +20.1% | +25.9% | -5.8% | +2.4% |
| 3Y | +0.6% | +119.9% | -119.2% | -41.4% |
| All | -43.6% | +60.8% | -104.4% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling