+50.8%
SWKS vs P
+652.0%
-601.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.5% |
| 7D | +9.4% | +11.6% | -2.2% | +5.5% |
| 30D | +17.0% | -23.7% | +40.6% | +26.2% |
| 3M | +28.9% | -8.0% | +36.9% | +28.5% |
| 6M | +33.1% | +27.9% | +5.2% | +15.8% |
| YTD | +44.8% | +61.2% | -16.4% | +13.9% |
| 1Y | +36.2% | +28.6% | +7.6% | +12.8% |
| 3Y | +11.5% | +200.5% | -189.0% | -40.7% |
| 5Y | -37.1% | +282.9% | -320.0% | -70.8% |
| All | +50.8% | +652.0% | -601.2% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling