-53.0%
SWKS vs RMD
-19.3%
-33.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.7% |
| 7D | +12.5% | -5.0% | +17.5% | +14.6% |
| 30D | +10.5% | +2.2% | +8.3% | +9.2% |
| 3M | -7.4% | +17.8% | -25.2% | -14.0% |
| 6M | +32.7% | -11.3% | +44.0% | +38.0% |
| YTD | +19.2% | -4.4% | +23.6% | +19.8% |
| 1Y | +2.4% | -15.7% | +18.1% | +8.5% |
| 3Y | -25.6% | +47.7% | -73.4% | -38.3% |
| All | -53.0% | -19.3% | -33.7% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling