+10.6%
SWKS vs Q
+56.5%
-45.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.4% | +5.3% | -0.1% |
| 7D | -9.2% | -10.3% | +1.1% | -6.6% |
| 30D | -1.9% | -17.7% | +15.7% | +3.1% |
| 3M | +21.2% | -18.8% | +40.0% | +27.7% |
| 6M | +12.9% | -24.8% | +37.7% | +21.4% |
| YTD | +30.7% | +35.0% | -4.3% | +28.1% |
| 1Y | +14.1% | +10.7% | +3.4% | +13.0% |
| All | +10.6% | +56.5% | -45.9% | +8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling