+8,972.1%
SWKS vs SU
+60,355.2%
-51,383.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +0.8% |
| 7D | -2.7% | -10.6% | +7.8% | -2.7% |
| 30D | +8.5% | -6.6% | +15.1% | +8.5% |
| 3M | +17.3% | +12.9% | +4.4% | +17.3% |
| 6M | +25.1% | +6.7% | +18.4% | +25.1% |
| YTD | +33.3% | +55.2% | -21.9% | +33.4% |
| 1Y | +22.9% | +61.5% | -38.6% | +22.9% |
| 3Y | +5.5% | +128.7% | -123.2% | +5.5% |
| 5Y | -41.9% | +210.8% | -252.7% | -41.9% |
| 10Y | +32.4% | +214.4% | -181.9% | +32.4% |
| All | +8,972.1% | +60,355.2% | -51,383.1% | +8,838.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling