+18.9%
SWKS vs BIDU
-34.6%
+53.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.5% | -7.4% | -3.2% |
| 7D | -4.9% | +1.2% | -6.1% | -5.0% |
| 30D | -1.2% | -7.5% | +6.4% | -0.6% |
| 3M | +24.2% | -28.6% | +52.7% | +27.7% |
| 6M | +21.5% | -36.9% | +58.4% | +27.2% |
| YTD | +33.5% | -38.4% | +71.9% | +37.7% |
| 1Y | +18.9% | -35.7% | +54.6% | +21.9% |
| All | +18.9% | -34.6% | +53.5% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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