+36.2%
SWKS vs BLDR
-42.6%
+78.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +9.4% | -3.0% | +12.4% | +9.6% |
| 30D | +17.0% | +20.1% | -3.1% | +14.8% |
| 3M | +28.9% | -17.5% | +46.4% | +30.5% |
| 6M | +33.1% | -16.1% | +49.2% | +34.1% |
| YTD | +44.8% | -41.0% | +85.8% | +53.4% |
| 1Y | +36.2% | -41.6% | +77.8% | +44.3% |
| All | +36.2% | -42.6% | +78.8% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling