+458.8%
V vs SWKS
+43.2%
+415.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.0% | -5.4% | -0.9% |
| 7D | -2.3% | +5.7% | -8.0% | -3.8% |
| 30D | +9.5% | +17.3% | -7.8% | +4.9% |
| 3M | +17.5% | +28.3% | -10.8% | +8.4% |
| 6M | +32.2% | +26.1% | +6.1% | +20.1% |
| YTD | +22.3% | +41.1% | -18.8% | +6.1% |
| 1Y | +26.8% | +31.4% | -4.6% | +12.2% |
| 3Y | +77.5% | +7.3% | +70.2% | +55.6% |
| 5Y | +110.1% | -37.7% | +147.8% | +117.2% |
| 10Y | +458.8% | +46.0% | +412.7% | +292.7% |
| All | +458.8% | +43.2% | +415.6% | +292.7% |
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