+20.1%
SWKS vs SOLS
+23.8%
-3.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.4% | -4.2% | +0.1% |
| 7D | -6.2% | -4.2% | -1.9% | -5.4% |
| 30D | -1.5% | -3.9% | +2.4% | -0.9% |
| 3M | +23.0% | -6.6% | +29.6% | +24.2% |
| 6M | +27.6% | -29.1% | +56.7% | +36.3% |
| YTD | +32.3% | +19.8% | +12.5% | +38.7% |
| 1Y | +20.1% | +29.2% | -9.1% | +23.1% |
| All | +20.1% | +23.8% | -3.7% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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