+1,440.4%
SWKS vs BND
+76.8%
+1,363.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +12.5% | -0.1% | +12.7% | +12.4% |
| 30D | +10.5% | -0.4% | +10.8% | +10.3% |
| 3M | -7.4% | -0.6% | -6.8% | -7.7% |
| 6M | +32.7% | -1.4% | +34.1% | +31.6% |
| YTD | +19.2% | -0.2% | +19.4% | +18.9% |
| 1Y | +2.4% | +1.3% | +1.1% | +3.0% |
| 3Y | -25.6% | +13.2% | -38.8% | -20.6% |
| 5Y | -53.4% | -1.6% | -51.9% | -57.6% |
| 10Y | +23.2% | +15.5% | +7.7% | +41.7% |
| All | +1,440.4% | +76.8% | +1,363.7% | +2,845.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling