-41.9%
SWKS price history and return analytics
+57.4%
-99.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -3.3% |
| 7D | -2.7% | +0.4% | -3.1% | -3.8% |
| 30D | +8.5% | -2.6% | +11.1% | +12.6% |
| 3M | +17.3% | -3.2% | +20.5% | +22.8% |
| 6M | +25.1% | +0.9% | +24.2% | +23.4% |
| YTD | +33.3% | +11.3% | +22.0% | +11.3% |
| 1Y | +22.9% | +14.0% | +8.9% | -1.4% |
| 3Y | +5.5% | +75.8% | -70.3% | -56.6% |
| 5Y | -41.9% | +57.8% | -99.7% | -71.3% |
| All | -41.9% | +57.4% | -99.3% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling