+2.4%
SWKS vs BP
+34.1%
-31.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.5% |
| 7D | +12.5% | +3.9% | +8.6% | +12.5% |
| 30D | +10.5% | +7.6% | +2.9% | +10.4% |
| 3M | -7.4% | +0.7% | -8.1% | -6.6% |
| 6M | +32.7% | +15.5% | +17.2% | +31.8% |
| YTD | +19.2% | +30.8% | -11.7% | +15.8% |
| 1Y | +2.4% | +34.3% | -31.9% | -0.4% |
| All | +2.4% | +34.1% | -31.7% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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