+35.3%
SWKS vs BIDU
-52.8%
+88.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.4% |
| 7D | -3.1% | +3.6% | -6.7% | -4.3% |
| 30D | +8.3% | -6.6% | +14.9% | +10.4% |
| 3M | +20.2% | -27.2% | +47.4% | +31.4% |
| 6M | +24.9% | -43.5% | +68.4% | +46.8% |
| YTD | +33.2% | -39.0% | +72.1% | +49.7% |
| 1Y | +23.6% | -39.8% | +63.3% | +38.9% |
| 3Y | +1.3% | -24.8% | +26.0% | +0.1% |
| 5Y | -40.6% | -50.7% | +10.1% | -37.4% |
| 10Y | +35.3% | -51.2% | +86.5% | +21.9% |
| All | +35.3% | -52.8% | +88.1% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling