+51.0%
SWKS vs SPMO
+469.5%
-418.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +10.9% | +9.8% | +1.1% | -0.1% |
| 30D | +17.6% | -9.2% | +26.8% | +29.7% |
| 3M | +29.2% | -11.0% | +40.2% | +45.3% |
| 6M | +37.0% | -6.6% | +43.6% | +44.3% |
| YTD | +44.9% | +13.3% | +31.6% | +20.5% |
| 1Y | +33.8% | +12.7% | +21.2% | +12.0% |
| 3Y | +10.2% | +127.5% | -117.3% | -60.4% |
| 5Y | -37.0% | +117.4% | -154.4% | -75.9% |
| All | +51.0% | +469.5% | -418.5% | -73.1% |
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