+33.8%
SWKS vs BR
-12.6%
+46.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.6% |
| 7D | +10.9% | -1.3% | +12.1% | +10.6% |
| 30D | +17.6% | +13.7% | +3.9% | +20.9% |
| 3M | +29.2% | +13.8% | +15.4% | +32.9% |
| 6M | +37.0% | +29.7% | +7.2% | +44.2% |
| YTD | +44.9% | -12.6% | +57.5% | +63.6% |
| 1Y | +33.8% | -12.4% | +46.3% | +51.1% |
| All | +33.8% | -12.6% | +46.4% | +51.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling