-53.0%
SWKS vs BB
-30.6%
-22.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +12.5% | -5.6% | +18.1% | +14.2% |
| 30D | +10.5% | -11.8% | +22.3% | +13.9% |
| 3M | -7.4% | -25.5% | +18.1% | -1.7% |
| 6M | +32.7% | +121.3% | -88.6% | +1.4% |
| YTD | +19.2% | +103.2% | -84.0% | -6.7% |
| 1Y | +2.4% | +102.6% | -100.2% | -20.5% |
| 3Y | -25.6% | +37.5% | -63.1% | -39.8% |
| All | -53.0% | -30.6% | -22.5% | -56.5% |
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