-40.6%
SWKS vs BB
-16.9%
-23.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.1% |
| 7D | -3.1% | +11.6% | -14.7% | -6.0% |
| 30D | +8.3% | +2.6% | +5.7% | +6.8% |
| 3M | +20.2% | +3.5% | +16.7% | +17.0% |
| 6M | +24.9% | +43.5% | -18.6% | +8.2% |
| YTD | +33.2% | +141.2% | -108.0% | -2.2% |
| 1Y | +23.6% | +97.4% | -73.8% | -4.2% |
| 3Y | +1.3% | +151.1% | -149.8% | -33.0% |
| 5Y | -40.6% | -12.8% | -27.8% | -45.7% |
| All | -40.6% | -16.9% | -23.7% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling