+26.4%
V vs SWKS
+15.3%
+11.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | 0.0% |
| 7D | +2.2% | -6.2% | +8.3% | +2.1% |
| 30D | +13.6% | -1.5% | +15.1% | +13.5% |
| 3M | +14.3% | +23.0% | -8.7% | +14.3% |
| 6M | +33.1% | +27.6% | +5.5% | +30.8% |
| YTD | +21.2% | +32.3% | -11.1% | +17.1% |
| 1Y | +26.4% | +20.1% | +6.3% | +23.9% |
| All | +26.4% | +15.3% | +11.1% | +23.9% |
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