-0.6%
SWKS vs ROIV
+290.8%
-291.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.0% |
| 7D | -9.2% | -2.4% | -6.8% | -8.7% |
| 30D | -1.9% | +3.1% | -5.0% | -2.8% |
| 3M | +21.2% | +5.8% | +15.4% | +17.9% |
| 6M | +12.9% | +29.3% | -16.4% | +3.0% |
| YTD | +30.7% | +68.8% | -38.0% | +8.4% |
| 1Y | +14.1% | +81.0% | -66.9% | -8.3% |
| All | -0.6% | +290.8% | -291.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling