+23.6%
SWKS vs BR
-10.5%
+34.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.1% |
| 7D | -3.1% | +5.0% | -8.2% | -2.1% |
| 30D | +8.3% | +16.6% | -8.3% | +12.0% |
| 3M | +20.2% | +12.0% | +8.3% | +23.6% |
| 6M | +24.9% | +30.7% | -5.8% | +31.7% |
| YTD | +33.2% | -11.9% | +45.1% | +50.9% |
| 1Y | +23.6% | -11.6% | +35.1% | +39.3% |
| All | +23.6% | -10.5% | +34.1% | +39.3% |
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