+9,769.6%
SWKS vs VICR
+12,032.4%
-2,262.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +2.0% |
| 7D | +12.5% | +0.4% | +12.1% | +12.3% |
| 30D | +10.5% | -13.9% | +24.4% | +14.3% |
| 3M | -7.4% | -38.4% | +31.0% | +2.7% |
| 6M | +32.7% | -7.2% | +39.9% | +25.8% |
| YTD | +19.2% | +72.0% | -52.9% | -6.5% |
| 1Y | +2.4% | +263.3% | -260.9% | -36.7% |
| 3Y | -25.6% | +173.3% | -198.9% | -54.9% |
| 5Y | -53.4% | +47.3% | -100.7% | -70.4% |
| 10Y | +23.2% | +1,495.2% | -1,472.0% | -64.7% |
| All | +9,769.6% | +12,032.4% | -2,262.9% | +1,824.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling