+36.2%
SWKS vs THC
+43.7%
-7.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +9.4% | +1.0% | +8.5% | +9.5% |
| 30D | +17.0% | +5.3% | +11.7% | +17.2% |
| 3M | +28.9% | +7.1% | +21.8% | +29.2% |
| 6M | +33.1% | +46.0% | -12.9% | +35.1% |
| YTD | +44.8% | +43.9% | +0.9% | +48.3% |
| 1Y | +36.2% | +45.4% | -9.2% | +39.1% |
| All | +36.2% | +43.7% | -7.5% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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