+51.0%
SWKS vs BR
+275.8%
-224.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +3.1% |
| 7D | +10.9% | -1.3% | +12.1% | +11.6% |
| 30D | +17.6% | +13.7% | +3.9% | +8.6% |
| 3M | +29.2% | +13.8% | +15.4% | +17.8% |
| 6M | +37.0% | +29.7% | +7.2% | +13.1% |
| YTD | +44.9% | -12.6% | +57.5% | +53.6% |
| 1Y | +33.8% | -12.4% | +46.3% | +41.5% |
| 3Y | +10.2% | +14.1% | -3.9% | -5.4% |
| 5Y | -37.0% | +18.7% | -55.7% | -48.5% |
| All | +51.0% | +275.8% | -224.8% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling