+29.4%
B vs SWKS
+14.2%
+15.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.9% | +11.2% | +8.7% |
| 7D | +1.1% | -4.9% | +6.0% | +1.8% |
| 30D | +0.3% | -1.2% | +1.5% | +0.3% |
| 3M | +5.4% | +24.2% | -18.7% | +1.3% |
| 6M | +5.5% | +21.5% | -16.0% | +1.5% |
| YTD | -6.3% | +33.5% | -39.8% | -9.0% |
| 1Y | +29.4% | +18.9% | +10.4% | +30.5% |
| All | +29.4% | +14.2% | +15.2% | +30.5% |
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