+2.9%
SWKS vs SYY
0.0%
+2.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +11.8% | -2.8% | +14.6% | +12.0% |
| 30D | +6.7% | -5.3% | +12.0% | +7.0% |
| 3M | 0.0% | +5.1% | -5.1% | -0.9% |
| 6M | +38.7% | -5.0% | +43.7% | +38.2% |
| YTD | +21.4% | +10.7% | +10.7% | +19.9% |
| 1Y | +2.9% | +0.7% | +2.2% | +2.4% |
| All | +2.9% | 0.0% | +2.9% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling