+18.9%
SWKS vs S
+36.5%
-17.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.0% |
| 7D | -4.9% | -8.2% | +3.3% | -4.5% |
| 30D | -1.2% | -7.6% | +6.4% | -0.8% |
| 3M | +24.2% | +12.0% | +12.2% | +23.1% |
| 6M | +21.5% | +50.6% | -29.1% | +16.1% |
| YTD | +33.5% | +56.6% | -23.1% | +25.7% |
| 1Y | +18.9% | +39.2% | -20.3% | +13.3% |
| All | +18.9% | +36.5% | -17.6% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling