-53.0%
SWKS vs TECH
-42.5%
-10.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.5% |
| 7D | +12.5% | +0.1% | +12.4% | +12.5% |
| 30D | +10.5% | +0.7% | +9.8% | +10.2% |
| 3M | -7.4% | +36.3% | -43.7% | -19.7% |
| 6M | +32.7% | +25.6% | +7.1% | +17.7% |
| YTD | +19.2% | +23.7% | -4.5% | +6.0% |
| 1Y | +2.4% | +37.6% | -35.3% | -14.0% |
| 3Y | -25.6% | -6.6% | -19.0% | -28.9% |
| All | -53.0% | -42.5% | -10.5% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling