+0.6%
SWKS vs SYY
+24.3%
-23.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -0.9% | +0.7% |
| 7D | -6.2% | -7.3% | +1.1% | -4.6% |
| 30D | -1.5% | +0.1% | -1.6% | -1.8% |
| 3M | +23.0% | -8.2% | +31.2% | +25.0% |
| 6M | +27.6% | +6.3% | +21.3% | +23.1% |
| YTD | +32.3% | +7.3% | +25.0% | +24.8% |
| 1Y | +20.1% | +8.5% | +11.6% | +12.5% |
| 3Y | +0.6% | +24.9% | -24.3% | -20.6% |
| All | +0.6% | +24.3% | -23.7% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling