+7,605.9%
SWKS vs SUI
+4,142.3%
+3,463.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.2% | -8.1% | -5.3% |
| 7D | -4.9% | +10.0% | -15.0% | -9.3% |
| 30D | -1.2% | +8.4% | -9.6% | -5.4% |
| 3M | +24.2% | +0.7% | +23.5% | +22.6% |
| 6M | +21.5% | -0.9% | +22.4% | +19.9% |
| YTD | +33.5% | +0.6% | +32.8% | +30.5% |
| 1Y | +18.9% | +0.8% | +18.1% | +16.1% |
| 3Y | +0.4% | +15.5% | -15.1% | -10.1% |
| 5Y | -44.3% | -25.9% | -18.4% | -39.1% |
| 10Y | +37.1% | +119.5% | -82.4% | -14.0% |
| All | +7,605.9% | +4,142.3% | +3,463.6% | +1,500.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling