+20.1%
SWKS vs BIDU
-35.7%
+55.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | +1.0% |
| 7D | -6.2% | +7.2% | -13.3% | -6.7% |
| 30D | -1.5% | -4.0% | +2.5% | -1.1% |
| 3M | +23.0% | -25.1% | +48.1% | +26.2% |
| 6M | +27.6% | -41.8% | +69.4% | +34.4% |
| YTD | +32.3% | -37.3% | +69.7% | +36.5% |
| 1Y | +20.1% | -35.6% | +55.7% | +23.2% |
| All | +20.1% | -35.7% | +55.8% | +23.2% |
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