+5.3%
SWKS vs SU
+74.8%
-69.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.1% | +1.4% |
| 7D | +6.8% | +1.6% | +5.2% | +6.6% |
| 30D | +11.3% | +10.7% | +0.5% | +10.2% |
| 3M | +4.1% | +13.5% | -9.5% | +2.3% |
| 6M | +39.7% | +21.8% | +17.8% | +41.4% |
| YTD | +23.2% | +58.8% | -35.6% | +24.0% |
| 1Y | +5.3% | +72.0% | -66.8% | +5.6% |
| All | +5.3% | +74.8% | -69.5% | +5.6% |
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