+33.8%
SWKS vs RGEN
+9.1%
+24.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.5% | +6.3% | +3.3% |
| 7D | +10.9% | -1.2% | +12.0% | +11.0% |
| 30D | +17.6% | -5.1% | +22.7% | +18.5% |
| 3M | +29.2% | +0.5% | +28.7% | +28.8% |
| 6M | +37.0% | +46.6% | -9.6% | +26.2% |
| YTD | +44.9% | +1.6% | +43.3% | +46.6% |
| 1Y | +33.8% | +5.4% | +28.4% | +33.3% |
| All | +33.8% | +9.1% | +24.7% | +33.3% |
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