+32.1%
SWKS vs BIL
+25.2%
+6.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.2% | -0.3% | -5.9% | -5.7% |
| 30D | -1.5% | 0.0% | -1.5% | -1.2% |
| 3M | +23.0% | +0.3% | +22.6% | +24.2% |
| 6M | +27.6% | +1.2% | +26.4% | +30.3% |
| YTD | +32.3% | +2.5% | +29.9% | +37.3% |
| 1Y | +20.1% | +3.0% | +17.1% | +25.6% |
| 3Y | +0.6% | +13.2% | -12.5% | +4.3% |
| 5Y | -42.3% | +19.4% | -61.8% | -43.2% |
| All | +32.1% | +25.2% | +6.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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