+102.6%
V vs SWKS
-44.4%
+147.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.9% |
| 7D | +2.9% | -9.2% | +12.1% | +4.5% |
| 30D | +14.0% | -1.9% | +15.9% | +14.2% |
| 3M | +14.9% | +21.2% | -6.3% | +10.0% |
| 6M | +31.7% | +12.9% | +18.8% | +26.1% |
| YTD | +21.2% | +30.7% | -9.5% | +11.6% |
| 1Y | +25.3% | +14.1% | +11.1% | +18.8% |
| 3Y | +77.5% | -1.7% | +79.2% | +62.6% |
| 5Y | +102.6% | -43.0% | +145.6% | +115.5% |
| All | +102.6% | -44.4% | +147.0% | +115.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling