+11.6%
SWKS vs XYZ
+61.5%
-49.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.0% | +6.8% | +3.7% |
| 7D | +10.9% | -2.1% | +13.0% | +11.3% |
| 30D | +17.6% | +7.0% | +10.6% | +15.0% |
| 3M | +29.2% | +5.1% | +24.1% | +26.5% |
| 6M | +37.0% | +14.1% | +22.9% | +30.5% |
| YTD | +44.9% | +26.4% | +18.6% | +32.6% |
| 1Y | +33.8% | +25.1% | +8.7% | +22.4% |
| All | +11.6% | +61.5% | -49.9% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling