+0.6%
SWKS vs BDX
+10.6%
-10.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.5% |
| 7D | -6.2% | +7.1% | -13.2% | -8.7% |
| 30D | -1.5% | +17.6% | -19.1% | -7.8% |
| 3M | +23.0% | +20.4% | +2.6% | +13.7% |
| 6M | +27.6% | +48.3% | -20.7% | +6.0% |
| YTD | +32.3% | +41.6% | -9.3% | +12.2% |
| 1Y | +20.1% | +55.7% | -35.6% | -3.7% |
| 3Y | +0.6% | +10.6% | -10.0% | -2.5% |
| All | +0.6% | +10.6% | -10.0% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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