+32.1%
SWKS vs BB
+23.8%
+8.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.4% | -3.2% | +0.3% |
| 7D | -6.2% | +3.8% | -10.0% | -7.0% |
| 30D | -1.5% | -0.3% | -1.1% | -2.0% |
| 3M | +23.0% | -0.5% | +23.4% | +21.4% |
| 6M | +27.6% | +45.9% | -18.3% | +13.9% |
| YTD | +32.3% | +130.6% | -98.3% | +5.6% |
| 1Y | +20.1% | +89.2% | -69.1% | -0.1% |
| 3Y | +0.6% | +137.5% | -136.9% | -24.7% |
| 5Y | -42.3% | -20.9% | -21.4% | -48.4% |
| All | +32.1% | +23.8% | +8.3% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling