+1,502.7%
BA vs SWKS
+9,318.3%
-7,815.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.5% |
| 7D | +5.9% | -4.9% | +10.8% | +6.5% |
| 30D | -8.2% | -1.2% | -7.0% | -8.1% |
| 3M | -25.4% | +24.2% | -49.5% | -27.7% |
| 6M | -20.0% | +21.5% | -41.5% | -22.9% |
| YTD | -18.5% | +33.5% | -52.0% | -22.6% |
| 1Y | -10.6% | +18.9% | -29.5% | -13.9% |
| 3Y | -9.3% | +0.4% | -9.6% | -12.1% |
| 5Y | -16.9% | -44.3% | +27.4% | -14.0% |
| 10Y | +37.9% | +37.1% | +0.7% | +29.1% |
| All | +1,502.7% | +9,318.3% | -7,815.6% | +773.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling