+78.5%
U vs SWKS
+18.8%
+59.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -2.1% | +17.0% | +15.1% |
| 7D | +24.3% | -9.2% | +33.5% | +25.2% |
| 30D | +8.6% | -1.9% | +10.5% | +8.6% |
| 3M | +37.6% | +21.2% | +16.4% | +34.1% |
| 6M | +78.5% | +12.9% | +65.6% | +75.5% |
| All | +78.5% | +18.8% | +59.7% | +75.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling