+1,503.1%
SWKS vs NDAQ
+2,327.9%
-824.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.2% |
| 7D | +12.5% | -2.4% | +15.0% | +13.4% |
| 30D | +10.5% | +2.5% | +8.0% | +9.3% |
| 3M | -7.4% | +9.9% | -17.3% | -11.0% |
| 6M | +32.7% | +9.4% | +23.2% | +27.0% |
| YTD | +19.2% | +0.4% | +18.7% | +17.2% |
| 1Y | +2.4% | +4.0% | -1.6% | -0.8% |
| 3Y | -25.6% | +94.4% | -120.0% | -42.9% |
| 5Y | -53.4% | +56.7% | -110.1% | -61.5% |
| 10Y | +23.2% | +375.3% | -352.1% | -29.4% |
| All | +1,503.1% | +2,327.9% | -824.8% | +465.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling