+991.2%
SWKS price history and return analytics
+363.9%
+627.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -5.1% |
| 7D | -4.9% | -0.3% | -4.6% | -4.7% |
| 30D | -1.2% | -1.4% | +0.3% | +0.5% |
| 3M | +24.2% | -1.4% | +25.5% | +26.2% |
| 6M | +21.5% | +5.5% | +16.0% | +13.8% |
| YTD | +33.5% | +12.8% | +20.7% | +14.4% |
| 1Y | +18.9% | +15.4% | +3.5% | -0.9% |
| 3Y | +0.4% | +76.9% | -76.5% | -49.4% |
| 5Y | -44.3% | +60.4% | -104.7% | -67.3% |
| 10Y | +37.1% | +232.8% | -195.6% | -63.0% |
| All | +991.2% | +363.9% | +627.3% | +101.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling