+2.9%
SWKS vs VSXY
+199.4%
-196.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.9% | -2.0% | +1.4% |
| 7D | +11.8% | -6.8% | +18.6% | +12.6% |
| 30D | +6.7% | -20.4% | +27.1% | +9.3% |
| 3M | 0.0% | +2.9% | -2.9% | -0.5% |
| 6M | +38.7% | +67.9% | -29.2% | +30.3% |
| YTD | +21.4% | +44.9% | -23.5% | +14.4% |
| 1Y | +2.9% | +205.9% | -203.0% | -10.8% |
| All | +2.9% | +199.4% | -196.5% | -10.8% |
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