+24.0%
SWKS vs Q
+25.9%
-1.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.2% |
| 7D | -3.1% | +4.0% | -7.1% | -4.4% |
| 30D | +8.3% | -2.3% | +10.7% | +8.7% |
| 3M | +20.2% | -7.9% | +28.2% | +22.4% |
| 6M | +24.9% | -16.0% | +40.9% | +30.5% |
| YTD | +33.2% | +51.7% | -18.5% | +23.6% |
| All | +24.0% | +25.9% | -1.9% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling