+36.2%
SWKS vs SMTC
+63.0%
-26.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.8% |
| 7D | +9.4% | +11.0% | -1.6% | +6.6% |
| 30D | +17.0% | -28.5% | +45.5% | +24.6% |
| 3M | +28.9% | -14.2% | +43.1% | +28.6% |
| 6M | +33.1% | -18.0% | +51.1% | +34.7% |
| YTD | +44.8% | +55.5% | -10.7% | +30.8% |
| 1Y | +36.2% | +69.5% | -33.3% | +20.5% |
| All | +36.2% | +63.0% | -26.8% | +20.5% |
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