+1,361.6%
SWKS vs BIL
+30.3%
+1,331.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.0% |
| 7D | -9.2% | -0.3% | -8.9% | -10.3% |
| 30D | -1.9% | 0.0% | -1.9% | -2.0% |
| 3M | +21.2% | +0.3% | +20.9% | +23.2% |
| 6M | +12.9% | +1.2% | +11.7% | +19.9% |
| YTD | +30.7% | +2.4% | +28.3% | +47.7% |
| 1Y | +14.1% | +3.0% | +11.1% | +32.8% |
| 3Y | -1.7% | +13.1% | -14.8% | +82.0% |
| 5Y | -43.0% | +19.4% | -62.4% | +38.3% |
| 10Y | +34.3% | +25.2% | +9.2% | +319.6% |
| All | +1,361.6% | +30.3% | +1,331.2% | +4,524.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling