+8,972.1%
SWKS vs BDX
+6,289.4%
+2,682.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.2% |
| 7D | -2.7% | +8.4% | -11.1% | -5.5% |
| 30D | +8.5% | +17.1% | -8.7% | +2.5% |
| 3M | +17.3% | +22.4% | -5.1% | +8.9% |
| 6M | +25.1% | +45.9% | -20.8% | +8.4% |
| YTD | +33.3% | +43.8% | -10.5% | +15.8% |
| 1Y | +22.9% | +57.8% | -34.9% | +3.2% |
| 3Y | +5.5% | +25.4% | -19.8% | -4.1% |
| 5Y | -41.9% | +26.0% | -67.9% | -47.8% |
| 10Y | +32.4% | +88.0% | -55.5% | +4.3% |
| All | +8,972.1% | +6,289.4% | +2,682.7% | +3,475.2% |
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