+2.4%
SWKS vs BBY
+27.1%
-24.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.2% | +0.3% | +2.4% |
| 7D | +12.5% | +9.5% | +3.0% | +9.1% |
| 30D | +10.5% | +6.8% | +3.7% | +7.8% |
| 3M | -7.4% | +28.9% | -36.2% | -14.9% |
| 6M | +32.7% | +37.8% | -5.1% | +18.4% |
| YTD | +19.2% | +38.7% | -19.6% | +6.5% |
| 1Y | +2.4% | +23.7% | -21.3% | -2.5% |
| All | +2.4% | +27.1% | -24.7% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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