+18.4%
U vs SWKS
+14.2%
+4.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.9% | +7.8% | +5.1% |
| 7D | +7.5% | -4.9% | +12.4% | +7.9% |
| 30D | -7.0% | -1.2% | -5.9% | -7.0% |
| 3M | +20.6% | +24.2% | -3.6% | +17.6% |
| 6M | +53.2% | +21.5% | +31.7% | +48.6% |
| YTD | -3.9% | +33.5% | -37.4% | -6.1% |
| 1Y | +18.4% | +18.9% | -0.5% | +31.6% |
| All | +18.4% | +14.2% | +4.2% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling