+11.5%
SWKS vs BBY
+89.3%
-77.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | +9.4% | +4.5% | +5.0% | +7.3% |
| 30D | +17.0% | +16.8% | +0.2% | +8.7% |
| 3M | +28.9% | +23.2% | +5.7% | +16.1% |
| 6M | +33.1% | +91.9% | -58.8% | -3.9% |
| YTD | +44.8% | +61.6% | -16.8% | +12.6% |
| 1Y | +36.2% | +43.9% | -7.7% | +12.3% |
| 3Y | +11.5% | +88.6% | -77.2% | -22.3% |
| All | +11.5% | +89.3% | -77.8% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling