-17.1%
SWKS vs SU
+115.9%
-133.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | +12.5% | +3.6% | +8.9% | +11.2% |
| 30D | +10.5% | +7.9% | +2.6% | +7.7% |
| 3M | -7.4% | +3.5% | -10.9% | -8.7% |
| 6M | +32.7% | +19.0% | +13.7% | +24.5% |
| YTD | +19.2% | +55.0% | -35.8% | +0.8% |
| 1Y | +2.4% | +71.2% | -68.8% | -17.1% |
| All | -17.1% | +115.9% | -133.0% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling