+6,385.7%
SWKS vs VIAV
+2,964.2%
+3,421.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.1% | +2.1% |
| 7D | +12.5% | -4.6% | +17.1% | +14.5% |
| 30D | +10.5% | -10.4% | +20.9% | +13.7% |
| 3M | -7.4% | -34.5% | +27.1% | +6.2% |
| 6M | +32.7% | +7.0% | +25.7% | +22.2% |
| YTD | +19.2% | +95.6% | -76.5% | -16.0% |
| 1Y | +2.4% | +197.2% | -194.8% | -39.9% |
| 3Y | -25.6% | +232.0% | -257.6% | -59.8% |
| 5Y | -53.4% | +102.2% | -155.6% | -69.8% |
| 10Y | +23.2% | +344.6% | -321.5% | -41.6% |
| All | +6,385.7% | +2,964.2% | +3,421.5% | +3,611.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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