+8,794.6%
SWKS vs TECH
+101,375.0%
-92,580.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | -9.2% | -0.1% | -9.1% | -9.2% |
| 30D | -1.9% | +0.3% | -2.2% | -2.0% |
| 3M | +21.2% | +1.0% | +20.2% | +20.8% |
| 6M | +12.9% | +28.6% | -15.7% | +1.9% |
| YTD | +30.7% | +24.1% | +6.7% | +18.6% |
| 1Y | +14.1% | +21.9% | -7.8% | +4.0% |
| 3Y | -1.7% | +25.7% | -27.4% | -14.4% |
| 5Y | -43.0% | -40.2% | -2.8% | -37.0% |
| 10Y | +34.3% | +210.1% | -175.8% | -12.7% |
| All | +8,794.6% | +101,375.0% | -92,580.4% | +2,025.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling