+1,616.9%
BE vs SWKS
-0.7%
+1,617.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.9% | -12.7% | -13.2% |
| 7D | -14.7% | -6.2% | -8.6% | -12.1% |
| 30D | -40.5% | -1.5% | -39.0% | -40.1% |
| 3M | -24.3% | +23.0% | -47.3% | -31.8% |
| 6M | -39.3% | +27.6% | -66.9% | -46.1% |
| YTD | +99.4% | +32.3% | +67.1% | +71.1% |
| 1Y | +26.6% | +20.1% | +6.5% | +14.2% |
| 3Y | +1,616.9% | +0.6% | +1,616.3% | +1,439.7% |
| All | +1,616.9% | -0.7% | +1,617.6% | +1,439.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling