+27.7%
V vs SWKS
+33.8%
-6.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.9% | +9.4% | -8.5% | +1.1% |
| 30D | +9.0% | +17.0% | -8.0% | +9.2% |
| 3M | +16.7% | +28.9% | -12.2% | +16.9% |
| 6M | +33.4% | +33.1% | +0.3% | +32.1% |
| YTD | +22.4% | +44.8% | -22.4% | +18.3% |
| 1Y | +27.7% | +36.2% | -8.5% | +24.5% |
| All | +27.7% | +33.8% | -6.1% | +24.5% |
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 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