+51.1%
SWKS vs SNDU
-35.3%
+86.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.0% | +0.2% |
| 7D | -3.1% | -47.4% | +44.2% | -0.3% |
| 30D | +8.3% | -75.5% | +83.8% | +15.8% |
| 3M | +20.2% | -64.9% | +85.2% | +24.1% |
| 6M | +24.9% | -86.9% | +111.8% | +33.5% |
| All | +51.1% | -35.3% | +86.4% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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