-43.6%
SWKS vs VICR
-6.0%
-37.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.7% | -7.5% | -0.5% |
| 7D | -6.2% | -23.1% | +17.0% | -1.7% |
| 30D | -1.5% | -48.1% | +46.6% | +10.3% |
| 3M | +23.0% | -32.8% | +55.8% | +29.0% |
| 6M | +27.6% | -47.6% | +75.2% | +37.2% |
| YTD | +32.3% | +34.0% | -1.7% | +13.6% |
| 1Y | +20.1% | +65.0% | -44.9% | -1.6% |
| 3Y | +0.6% | +277.1% | -276.4% | -37.2% |
| All | -43.6% | -6.0% | -37.6% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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