+31.0%
SWKS vs SPMO
+517.5%
-486.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.3% |
| 7D | +11.8% | +3.4% | +8.4% | +7.8% |
| 30D | +6.7% | +0.5% | +6.2% | +5.9% |
| 3M | 0.0% | +1.9% | -1.9% | -3.2% |
| 6M | +38.7% | +27.8% | +10.9% | +2.4% |
| YTD | +21.4% | +26.7% | -5.3% | -9.9% |
| 1Y | +2.9% | +28.9% | -26.0% | -25.0% |
| 3Y | -16.4% | +160.7% | -177.1% | -74.0% |
| 5Y | -51.2% | +150.2% | -201.3% | -83.9% |
| 10Y | +31.0% | +517.5% | -486.5% | -79.7% |
| All | +31.0% | +517.5% | -486.5% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling