+1,006.2%
TER vs SWKS
+31.8%
+974.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -8.9% | -3.1% | -5.7% | -6.4% |
| 30D | -39.1% | +8.3% | -47.4% | -42.3% |
| 3M | -32.8% | +20.2% | -53.0% | -42.5% |
| 6M | -31.7% | +24.9% | -56.7% | -43.3% |
| YTD | +26.9% | +33.2% | -6.2% | -2.5% |
| 1Y | +33.6% | +23.6% | +10.0% | +8.7% |
| 3Y | +181.5% | +1.3% | +180.3% | +148.7% |
| 5Y | +76.1% | -40.6% | +116.7% | +131.5% |
| 10Y | +1,006.2% | +35.3% | +970.9% | +772.0% |
| All | +1,006.2% | +31.8% | +974.4% | +772.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 10y: compounded portfolio wealth divided by compounded SWKS 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…
10y analysis · Full analysis span regression · 6 months rolling