+18.9%
SWKS vs VSXY
+210.1%
-191.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.4% | -11.3% | -3.8% |
| 7D | -4.9% | +14.2% | -19.1% | -6.3% |
| 30D | -1.2% | +21.9% | -23.0% | -3.4% |
| 3M | +24.2% | +22.1% | +2.0% | +21.2% |
| 6M | +21.5% | +116.7% | -95.2% | +11.2% |
| YTD | +33.5% | +101.1% | -67.6% | +21.0% |
| 1Y | +18.9% | +208.0% | -189.1% | -2.9% |
| All | +18.9% | +210.1% | -191.2% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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