+11.9%
SWKS vs Q
+66.4%
-54.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.3% | -5.1% | -0.5% |
| 7D | -6.2% | +0.3% | -6.4% | -6.3% |
| 30D | -1.5% | -9.8% | +8.3% | +1.0% |
| 3M | +23.0% | -12.2% | +35.2% | +26.8% |
| 6M | +27.6% | -21.6% | +49.2% | +35.4% |
| YTD | +32.3% | +43.6% | -11.2% | +27.4% |
| 1Y | +20.1% | +25.7% | -5.6% | +16.2% |
| All | +11.9% | +66.4% | -54.5% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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