+27.6%
SWKS vs SMTC
-10.6%
+38.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +12.7% | -11.5% | -2.1% |
| 7D | -6.2% | -19.0% | +12.8% | -1.5% |
| 30D | -1.5% | -46.7% | +45.3% | +15.6% |
| 3M | +23.0% | -23.4% | +46.4% | +25.5% |
| 6M | +27.6% | -13.4% | +41.0% | +17.9% |
| All | +27.6% | -10.6% | +38.2% | +17.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling