+67.8%
B vs SWKS
+4.6%
+63.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -3.0% |
| 7D | -1.6% | +12.5% | -14.1% | -4.2% |
| 30D | +9.4% | +10.5% | -1.1% | +7.0% |
| 3M | +5.0% | -7.4% | +12.4% | +5.8% |
| 6M | -3.5% | +32.7% | -36.2% | -10.5% |
| YTD | +4.5% | +19.2% | -14.7% | +0.3% |
| 1Y | +67.8% | +2.4% | +65.4% | +72.9% |
| All | +67.8% | +4.6% | +63.1% | +72.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling