+8,902.0%
SWKS vs TECH
+101,542.6%
-92,640.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -6.2% | +0.2% | -6.3% | -6.2% |
| 30D | -1.5% | +0.3% | -1.8% | -1.6% |
| 3M | +23.0% | +1.3% | +21.6% | +22.4% |
| 6M | +27.6% | +54.0% | -26.4% | +8.3% |
| YTD | +32.3% | +24.3% | +8.0% | +20.0% |
| 1Y | +20.1% | +25.8% | -5.7% | +8.3% |
| 3Y | +0.6% | +26.0% | -25.3% | -12.4% |
| 5Y | -42.3% | -40.1% | -2.2% | -36.3% |
| 10Y | +35.9% | +210.6% | -174.6% | -11.7% |
| All | +8,902.0% | +101,542.6% | -92,640.6% | +2,050.1% |
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