+3,422.7%
V vs SWKS
+1,314.6%
+2,108.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.9% | +6.7% | +4.5% |
| 7D | +9.0% | -4.9% | +13.9% | +10.2% |
| 30D | +18.1% | -1.2% | +19.3% | +18.2% |
| 3M | +18.3% | +24.2% | -5.8% | +10.9% |
| 6M | +34.1% | +21.5% | +12.6% | +24.0% |
| YTD | +25.2% | +33.5% | -8.3% | +12.2% |
| 1Y | +29.3% | +18.9% | +10.4% | +19.2% |
| 3Y | +83.4% | +0.4% | +83.0% | +67.6% |
| 5Y | +117.2% | -44.3% | +161.5% | +126.5% |
| 10Y | +483.0% | +37.1% | +445.9% | +362.0% |
| All | +3,422.7% | +1,314.6% | +2,108.0% | +1,458.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling