+2.4%
SWKS vs RGEN
+45.2%
-42.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.7% |
| 7D | +12.5% | -4.9% | +17.4% | +13.3% |
| 30D | +10.5% | +5.7% | +4.8% | +9.5% |
| 3M | -7.4% | +32.4% | -39.8% | -11.9% |
| 6M | +32.7% | +33.2% | -0.5% | +24.1% |
| YTD | +19.2% | +2.3% | +16.9% | +18.0% |
| 1Y | +2.4% | +39.0% | -36.6% | -5.1% |
| All | +2.4% | +45.2% | -42.8% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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