+36.2%
SWKS vs BB
+99.6%
-63.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.2% |
| 7D | +9.4% | +1.8% | +7.6% | +9.2% |
| 30D | +17.0% | +8.1% | +8.8% | +15.5% |
| 3M | +28.9% | -1.0% | +29.9% | +28.4% |
| 6M | +33.1% | +45.9% | -12.8% | +24.1% |
| YTD | +44.8% | +134.8% | -90.0% | +22.8% |
| 1Y | +36.2% | +104.6% | -68.4% | +18.1% |
| All | +36.2% | +99.6% | -63.3% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling