+27.2%
B vs SWKS
+15.3%
+11.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | +9.6% | -6.2% | +15.7% | +10.5% |
| 30D | +3.5% | -1.5% | +5.0% | +3.6% |
| 3M | -1.6% | +23.0% | -24.5% | -5.2% |
| 6M | -1.7% | +27.6% | -29.3% | -4.6% |
| YTD | -5.3% | +32.3% | -37.6% | -7.6% |
| 1Y | +27.2% | +20.1% | +7.1% | +27.4% |
| All | +27.2% | +15.3% | +11.9% | +27.4% |
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