-25.2%
SWKS vs SUI
+12.1%
-37.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.6% |
| 7D | +12.5% | -2.8% | +15.3% | +13.5% |
| 30D | +10.5% | -1.2% | +11.7% | +10.8% |
| 3M | -7.4% | -1.7% | -5.7% | -7.5% |
| 6M | +32.7% | -10.5% | +43.1% | +37.4% |
| YTD | +19.2% | -1.8% | +21.0% | +18.9% |
| 1Y | +2.4% | -4.1% | +6.5% | +2.9% |
| All | -25.2% | +12.1% | -37.3% | -30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling