+6,778.8%
SWKS vs SUI
+4,037.5%
+2,741.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.9% | +3.7% |
| 7D | +12.5% | -2.8% | +15.3% | +14.0% |
| 30D | +10.5% | -1.2% | +11.7% | +11.0% |
| 3M | -7.4% | -1.7% | -5.7% | -7.4% |
| 6M | +32.7% | -10.5% | +43.1% | +38.6% |
| YTD | +19.2% | -1.8% | +21.0% | +18.9% |
| 1Y | +2.4% | -4.1% | +6.5% | +3.0% |
| 3Y | -25.6% | +11.3% | -36.9% | -31.8% |
| 5Y | -53.4% | -32.1% | -21.3% | -46.5% |
| 10Y | +23.2% | +110.4% | -87.3% | -20.7% |
| All | +6,778.8% | +4,037.5% | +2,741.3% | +1,358.7% |
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 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