+2.4%
SWKS vs SU
+70.8%
-68.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.9% | +3.6% |
| 7D | +12.5% | +2.9% | +9.6% | +12.1% |
| 30D | +10.5% | +7.2% | +3.3% | +9.8% |
| 3M | -7.4% | +2.8% | -10.2% | -6.8% |
| 6M | +32.7% | +18.2% | +14.5% | +34.8% |
| YTD | +19.2% | +54.0% | -34.8% | +20.6% |
| 1Y | +2.4% | +70.1% | -67.7% | +4.1% |
| All | +2.4% | +70.8% | -68.4% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling