+2,227.6%
SWKS vs RMD
+38,610.5%
-36,382.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | -9.2% | -5.3% | -3.8% | -7.9% |
| 30D | -1.9% | +8.4% | -10.3% | -4.6% |
| 3M | +21.2% | +7.1% | +14.1% | +17.9% |
| 6M | +12.9% | +15.8% | -2.9% | +6.5% |
| YTD | +30.7% | +0.2% | +30.6% | +28.6% |
| 1Y | +14.1% | -1.4% | +15.5% | +12.7% |
| 3Y | -1.7% | +61.3% | -63.0% | -17.4% |
| 5Y | -43.0% | -3.9% | -39.1% | -44.9% |
| 10Y | +34.3% | +365.6% | -331.3% | -18.4% |
| All | +2,227.6% | +38,610.5% | -36,382.9% | +472.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling