+847.7%
SWKS vs SPXU
-100.0%
+947.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.3% | +4.2% |
| 7D | +12.5% | -0.1% | +12.6% | +12.5% |
| 30D | +10.5% | +0.8% | +9.7% | +11.1% |
| 3M | -7.4% | -4.7% | -2.7% | -7.7% |
| 6M | +32.7% | -29.6% | +62.3% | +14.8% |
| YTD | +19.2% | -29.9% | +49.0% | +3.4% |
| 1Y | +2.4% | -39.1% | +41.5% | -15.9% |
| 3Y | -25.6% | -80.0% | +54.4% | -58.4% |
| 5Y | -53.4% | -86.0% | +32.6% | -72.0% |
| 10Y | +23.2% | -99.5% | +122.7% | -76.6% |
| All | +847.7% | -100.0% | +947.7% | -57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling