+50.8%
SWKS vs RMD
+347.3%
-296.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +9.4% | +2.1% | +7.3% | +8.5% |
| 30D | +17.0% | +2.1% | +14.9% | +15.4% |
| 3M | +28.9% | +6.2% | +22.7% | +24.6% |
| 6M | +33.1% | +19.4% | +13.8% | +20.8% |
| YTD | +44.8% | +0.5% | +44.3% | +41.1% |
| 1Y | +36.2% | -3.9% | +40.2% | +35.5% |
| 3Y | +11.5% | +72.5% | -61.1% | -17.8% |
| 5Y | -37.1% | -1.5% | -35.6% | -41.1% |
| All | +50.8% | +347.3% | -296.5% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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