-43.6%
SWKS vs SMTC
+13.5%
-57.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +12.7% | -11.5% | -2.5% |
| 7D | -6.2% | -19.0% | +12.8% | -1.2% |
| 30D | -1.5% | -46.7% | +45.3% | +15.9% |
| 3M | +23.0% | -23.4% | +46.4% | +27.3% |
| 6M | +27.6% | -13.4% | +41.0% | +25.5% |
| YTD | +32.3% | +40.1% | -7.7% | +10.0% |
| 1Y | +20.1% | +47.7% | -27.6% | -2.4% |
| 3Y | +0.6% | +606.9% | -606.3% | -60.9% |
| All | -43.6% | +13.5% | -57.0% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling