+1,658.8%
SWKS vs NDAQ
+2,586.3%
-927.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -1.1% |
| 7D | -9.2% | +1.2% | -10.4% | -9.7% |
| 30D | -1.9% | +15.8% | -17.7% | -7.3% |
| 3M | +21.2% | +13.4% | +7.9% | +14.9% |
| 6M | +12.9% | +20.9% | -8.0% | +3.9% |
| YTD | +30.7% | +11.1% | +19.6% | +23.2% |
| 1Y | +14.1% | +26.5% | -12.4% | +2.4% |
| 3Y | -1.7% | +121.5% | -123.2% | -28.3% |
| 5Y | -43.0% | +61.3% | -104.3% | -53.6% |
| 10Y | +34.3% | +480.0% | -445.7% | -28.5% |
| All | +1,658.8% | +2,586.3% | -927.5% | +493.9% |
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