+32.4%
SWKS vs SYY
+92.1%
-59.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | 0.0% |
| 7D | -2.7% | -4.1% | +1.4% | -1.5% |
| 30D | +8.5% | +0.3% | +8.2% | +7.9% |
| 3M | +17.3% | -6.3% | +23.6% | +19.4% |
| 6M | +25.1% | +9.7% | +15.4% | +18.9% |
| YTD | +33.3% | +9.4% | +23.9% | +25.3% |
| 1Y | +22.9% | +7.3% | +15.6% | +16.3% |
| 3Y | +5.5% | +27.6% | -22.1% | -8.0% |
| 5Y | -41.9% | +12.5% | -54.4% | -46.6% |
| 10Y | +32.4% | +87.4% | -55.0% | -6.6% |
| All | +32.4% | +92.1% | -59.6% | -6.6% |
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