+31.0%
SWKS vs BLDR
+359.8%
-328.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.7% | +3.4% |
| 7D | +11.8% | -0.3% | +12.2% | +11.9% |
| 30D | +6.7% | -16.2% | +23.0% | +12.6% |
| 3M | 0.0% | -14.4% | +14.4% | +3.6% |
| 6M | +38.7% | -32.8% | +71.5% | +53.3% |
| YTD | +21.4% | -39.2% | +60.5% | +37.8% |
| 1Y | +2.9% | -57.7% | +60.6% | +31.4% |
| 3Y | -16.4% | -55.3% | +38.9% | -0.3% |
| 5Y | -51.2% | +15.6% | -66.8% | -59.7% |
| 10Y | +31.0% | +359.8% | -328.8% | -28.2% |
| All | +31.0% | +359.8% | -328.8% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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