+32.4%
SWKS vs SPMO
+455.3%
-422.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.6% | -4.1% |
| 7D | -2.7% | -1.9% | -0.8% | -1.2% |
| 30D | +8.5% | -14.1% | +22.6% | +27.1% |
| 3M | +17.3% | -13.1% | +30.4% | +35.3% |
| 6M | +25.1% | -9.4% | +34.5% | +36.3% |
| YTD | +33.3% | +9.5% | +23.8% | +15.1% |
| 1Y | +22.9% | +10.5% | +12.4% | +4.8% |
| 3Y | +5.5% | +124.4% | -118.9% | -61.6% |
| 5Y | -41.9% | +110.5% | -152.4% | -77.0% |
| 10Y | +32.4% | +450.3% | -417.8% | -75.8% |
| All | +32.4% | +455.3% | -422.9% | -75.8% |
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