+18.9%
SWKS vs SMTC
+70.8%
-51.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -12.9% | +10.0% | +0.1% |
| 7D | -4.9% | -24.5% | +19.6% | +1.2% |
| 30D | -1.2% | -42.5% | +41.3% | +11.7% |
| 3M | +24.2% | -14.1% | +38.2% | +24.2% |
| 6M | +21.5% | +3.6% | +17.9% | +19.1% |
| YTD | +33.5% | +50.6% | -17.1% | +23.4% |
| 1Y | +18.9% | +72.2% | -53.3% | +6.4% |
| All | +18.9% | +70.8% | -51.9% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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