+42.1%
U vs SWKS
+33.8%
+8.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.2% |
| 7D | +2.6% | +9.4% | -6.9% | +2.2% |
| 30D | +27.6% | +17.0% | +10.6% | +26.4% |
| 3M | +15.3% | +28.9% | -13.6% | +13.4% |
| 6M | +96.4% | +33.1% | +63.3% | +92.2% |
| YTD | +19.6% | +44.8% | -25.2% | +19.1% |
| 1Y | +42.1% | +36.2% | +5.9% | +47.8% |
| All | +42.1% | +33.8% | +8.3% | +47.8% |
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