+1,159.4%
SWKS vs BLDR
+414.6%
+744.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +1.0% | +3.0% |
| 7D | +12.5% | -2.8% | +15.4% | +13.1% |
| 30D | +10.5% | -13.3% | +23.8% | +13.6% |
| 3M | -7.4% | -12.3% | +4.9% | -5.6% |
| 6M | +32.7% | -31.5% | +64.1% | +41.0% |
| YTD | +19.2% | -36.1% | +55.2% | +28.1% |
| 1Y | +2.4% | -54.1% | +56.5% | +17.5% |
| 3Y | -25.6% | -55.8% | +30.1% | -15.9% |
| 5Y | -53.4% | +20.7% | -74.2% | -57.6% |
| 10Y | +23.2% | +390.2% | -367.1% | -18.9% |
| All | +1,159.4% | +414.6% | +744.8% | +591.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling