-0.6%
SWKS vs P
+166.1%
-166.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -16.4% | +14.3% | +1.4% |
| 7D | -9.2% | -31.9% | +22.7% | -2.0% |
| 30D | -1.9% | -36.5% | +34.6% | +6.9% |
| 3M | +21.2% | +11.6% | +9.6% | +15.1% |
| 6M | +12.9% | +25.2% | -12.3% | +3.3% |
| YTD | +30.7% | +39.4% | -8.7% | +15.5% |
| 1Y | +14.1% | -3.7% | +17.8% | +8.1% |
| All | -0.6% | +166.1% | -166.6% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling