+701.6%
BE vs SWKS
+6.9%
+694.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.9% | -3.5% | -4.4% |
| 7D | -12.1% | -4.9% | -7.2% | -9.0% |
| 30D | -30.1% | -1.2% | -28.9% | -29.6% |
| 3M | -12.1% | +24.2% | -36.3% | -26.0% |
| 6M | -30.6% | +21.5% | -52.1% | -41.4% |
| YTD | +130.6% | +33.5% | +97.1% | +76.0% |
| 1Y | +55.3% | +18.9% | +36.4% | +29.8% |
| 3Y | +1,755.6% | +0.4% | +1,755.2% | +1,466.8% |
| 5Y | +564.5% | -44.3% | +608.7% | +794.8% |
| All | +701.6% | +6.9% | +694.7% | +552.4% |
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 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