+8,007.1%
SWKS vs BDX
+5,351.6%
+2,655.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.1% | +4.1% |
| 7D | +12.5% | -2.5% | +15.0% | +13.5% |
| 30D | +10.5% | +8.3% | +2.2% | +7.4% |
| 3M | -7.4% | +24.4% | -31.8% | -14.7% |
| 6M | +32.7% | +9.2% | +23.5% | +27.4% |
| YTD | +19.2% | +22.7% | -3.6% | +9.7% |
| 1Y | +2.4% | +25.9% | -23.5% | -6.7% |
| 3Y | -25.6% | -10.5% | -15.1% | -24.0% |
| 5Y | -53.4% | +1.9% | -55.3% | -54.9% |
| 10Y | +23.2% | +58.7% | -35.5% | +3.2% |
| All | +8,007.1% | +5,351.6% | +2,655.5% | +3,287.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling