+40.2%
SWKS vs SYY
+98.2%
-58.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +11.8% | -2.8% | +14.6% | +13.0% |
| 30D | +6.7% | -5.3% | +12.0% | +9.0% |
| 3M | 0.0% | +5.1% | -5.1% | -2.4% |
| 6M | +38.7% | -5.0% | +43.7% | +40.0% |
| YTD | +21.4% | +10.7% | +10.7% | +14.4% |
| 1Y | +2.9% | +0.7% | +2.2% | +0.6% |
| 3Y | -16.4% | +24.0% | -40.4% | -25.7% |
| 5Y | -51.2% | +19.3% | -70.4% | -55.8% |
| All | +40.2% | +98.2% | -58.0% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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