+952.3%
SWKS vs SPXU
-100.0%
+1,052.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +2.0% | +0.8% |
| 7D | -6.2% | +7.6% | -13.7% | -2.3% |
| 30D | -1.5% | +17.5% | -19.0% | +7.4% |
| 3M | +23.0% | +14.7% | +8.3% | +32.9% |
| 6M | +27.6% | -0.1% | +27.7% | +31.5% |
| YTD | +32.3% | -19.8% | +52.1% | +23.7% |
| 1Y | +20.1% | -23.7% | +43.9% | +10.2% |
| 3Y | +0.6% | -79.5% | +80.1% | -43.1% |
| 5Y | -42.3% | -81.9% | +39.6% | -60.4% |
| 10Y | +35.9% | -99.5% | +135.4% | -74.0% |
| All | +952.3% | -100.0% | +1,052.3% | -49.5% |
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