+28.7%
SWKS vs BIYA
-99.9%
+128.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.2% |
| 7D | -6.2% | -10.5% | +4.3% | -5.9% |
| 30D | -1.5% | -51.7% | +50.3% | +0.4% |
| 3M | +23.0% | -60.8% | +83.7% | +25.4% |
| 6M | +27.6% | -90.6% | +118.2% | +27.5% |
| YTD | +32.3% | -97.1% | +129.4% | +33.6% |
| 1Y | +20.1% | -99.1% | +119.2% | +25.3% |
| All | +28.7% | -99.9% | +128.5% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling