+11.5%
SWKS vs SPXS
-80.3%
+91.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | +0.6% |
| 7D | +9.4% | -7.5% | +16.9% | +5.3% |
| 30D | +17.0% | +5.3% | +11.6% | +21.1% |
| 3M | +28.9% | +9.7% | +19.2% | +36.9% |
| 6M | +33.1% | -4.6% | +37.7% | +34.0% |
| YTD | +44.8% | -25.8% | +70.6% | +29.7% |
| 1Y | +36.2% | -28.8% | +65.0% | +19.9% |
| 3Y | +11.5% | -80.2% | +91.7% | -44.5% |
| All | +11.5% | -80.3% | +91.8% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling