+2.4%
SWKS vs SIMO
+226.2%
-223.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.7% | -5.2% | +2.3% |
| 7D | +12.5% | +4.2% | +8.3% | +11.8% |
| 30D | +10.5% | +4.1% | +6.4% | +9.3% |
| 3M | -7.4% | -12.9% | +5.5% | -6.8% |
| 6M | +32.7% | +110.3% | -77.7% | +19.8% |
| YTD | +19.2% | +178.6% | -159.4% | -1.6% |
| 1Y | +2.4% | +220.0% | -217.6% | -20.3% |
| All | +2.4% | +226.2% | -223.8% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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