+33.8%
SWKS vs BBY
+40.1%
-6.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.1% |
| 7D | +10.9% | +4.0% | +6.8% | +9.9% |
| 30D | +17.6% | +17.6% | 0.0% | +13.2% |
| 3M | +29.2% | +25.9% | +3.3% | +21.7% |
| 6M | +37.0% | +85.1% | -48.2% | +17.0% |
| YTD | +44.9% | +60.6% | -15.7% | +31.2% |
| 1Y | +33.8% | +40.2% | -6.3% | +25.8% |
| All | +33.8% | +40.1% | -6.3% | +25.8% |
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