+35.3%
SWKS vs SUI
+117.1%
-81.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -3.1% | +3.4% | -6.6% | -4.8% |
| 30D | +8.3% | +4.6% | +3.7% | +5.6% |
| 3M | +20.2% | +1.6% | +18.6% | +18.2% |
| 6M | +24.9% | -3.5% | +28.4% | +25.0% |
| YTD | +33.2% | -1.0% | +34.2% | +31.2% |
| 1Y | +23.6% | -1.7% | +25.3% | +22.2% |
| 3Y | +1.3% | +18.4% | -17.1% | -10.9% |
| 5Y | -40.6% | -26.3% | -14.2% | -34.4% |
| 10Y | +35.3% | +123.3% | -88.1% | +3.7% |
| All | +35.3% | +117.1% | -81.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling