+35.3%
SWKS price history and return analytics
+217.6%
-182.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.6% |
| 7D | -3.1% | -0.1% | -3.0% | -3.4% |
| 30D | +8.3% | -3.1% | +11.4% | +13.1% |
| 3M | +20.2% | -3.5% | +23.7% | +26.3% |
| 6M | +24.9% | +0.5% | +24.5% | +24.3% |
| YTD | +33.2% | +10.8% | +22.4% | +12.8% |
| 1Y | +23.6% | +11.9% | +11.7% | +3.1% |
| 3Y | +1.3% | +73.0% | -71.7% | -55.5% |
| 5Y | -40.6% | +58.6% | -99.2% | -69.3% |
| 10Y | +35.3% | +219.2% | -183.9% | -75.4% |
| All | +35.3% | +217.6% | -182.4% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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