+0.6%
SWKS vs BND
+14.9%
-14.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -6.2% | 0.0% | -6.2% | -6.2% |
| 30D | -1.5% | +2.3% | -3.8% | -3.4% |
| 3M | +23.0% | -0.2% | +23.2% | +23.1% |
| 6M | +27.6% | -1.0% | +28.6% | +28.6% |
| YTD | +32.3% | -0.4% | +32.7% | +32.7% |
| 1Y | +20.1% | -0.1% | +20.2% | +20.3% |
| 3Y | +0.6% | +15.1% | -14.5% | -11.3% |
| All | +0.6% | +14.9% | -14.2% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling