+46.0%
SWKS vs RMD
+349.2%
-303.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.9% | +4.1% | +5.1% |
| 7D | +5.7% | -0.8% | +6.5% | +6.1% |
| 30D | +17.3% | +1.7% | +15.6% | +16.0% |
| 3M | +28.3% | +6.4% | +21.9% | +23.9% |
| 6M | +26.1% | +20.7% | +5.3% | +13.7% |
| YTD | +41.1% | -0.2% | +41.2% | +37.9% |
| 1Y | +31.4% | -4.5% | +35.9% | +31.1% |
| 3Y | +7.3% | +70.5% | -63.2% | -20.5% |
| 5Y | -37.7% | -1.6% | -36.1% | -41.7% |
| 10Y | +46.0% | +342.7% | -296.6% | -33.7% |
| All | +46.0% | +349.2% | -303.2% | -33.7% |
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