+36.2%
SWKS vs BP
+31.6%
+4.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +9.4% | +3.8% | +5.6% | +9.0% |
| 30D | +17.0% | -5.3% | +22.3% | +17.5% |
| 3M | +28.9% | +9.3% | +19.7% | +29.1% |
| 6M | +33.1% | +7.2% | +25.9% | +34.2% |
| YTD | +44.8% | +38.0% | +6.8% | +38.7% |
| 1Y | +36.2% | +33.2% | +3.0% | +31.5% |
| All | +36.2% | +31.6% | +4.6% | +31.5% |
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