+2.5%
SWKS vs SPXU
-80.2%
+82.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | +0.4% |
| 7D | -3.1% | +0.5% | -3.6% | -2.6% |
| 30D | +8.3% | +10.9% | -2.6% | +15.2% |
| 3M | +20.2% | +9.6% | +10.6% | +27.4% |
| 6M | +24.9% | -4.7% | +29.6% | +25.5% |
| YTD | +33.2% | -24.6% | +57.7% | +20.1% |
| 1Y | +23.6% | -24.7% | +48.3% | +12.1% |
| All | +2.5% | -80.2% | +82.8% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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