+9,760.7%
SWKS vs NYT
+820.4%
+8,940.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.3% |
| 7D | +10.9% | +9.0% | +1.9% | +7.7% |
| 30D | +17.6% | +6.8% | +10.7% | +14.9% |
| 3M | +29.2% | +12.1% | +17.1% | +23.3% |
| 6M | +37.0% | -7.7% | +44.7% | +37.9% |
| YTD | +44.9% | +4.2% | +40.8% | +38.4% |
| 1Y | +33.8% | +14.3% | +19.5% | +23.7% |
| 3Y | +10.2% | +69.8% | -59.6% | -12.0% |
| 5Y | -37.0% | +57.7% | -94.7% | -49.4% |
| 10Y | +50.0% | +538.7% | -488.7% | -25.8% |
| All | +9,760.7% | +820.4% | +8,940.3% | +4,727.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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