+1,574.6%
BE vs SWKS
-25.5%
+1,600.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.5% | +3.8% | +5.7% |
| 7D | +20.0% | +12.5% | +7.5% | +13.4% |
| 30D | +7.9% | +10.5% | -2.6% | +2.7% |
| 3M | -13.2% | -7.4% | -5.8% | -10.3% |
| 6M | +53.5% | +32.7% | +20.8% | +34.6% |
| YTD | +191.0% | +19.2% | +171.9% | +163.0% |
| 1Y | +360.5% | +2.4% | +358.1% | +348.8% |
| All | +1,574.6% | -25.5% | +1,600.1% | +1,554.1% |
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