+18.9%
SWKS vs BBY
+33.0%
-14.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.0% | -10.9% | -4.6% |
| 7D | -4.9% | +4.5% | -9.5% | -5.9% |
| 30D | -1.2% | +16.0% | -17.2% | -4.7% |
| 3M | +24.2% | +18.6% | +5.5% | +18.3% |
| 6M | +21.5% | +80.1% | -58.6% | +3.4% |
| YTD | +33.5% | +57.4% | -23.9% | +20.3% |
| 1Y | +18.9% | +34.5% | -15.6% | +14.1% |
| All | +18.9% | +33.0% | -14.1% | +14.1% |
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