+8,007.2%
SWKS vs BRO
+27,561.0%
-19,553.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.0% |
| 7D | +12.5% | -2.6% | +15.1% | +13.3% |
| 30D | +10.5% | +0.9% | +9.6% | +10.1% |
| 3M | -7.4% | +24.8% | -32.2% | -14.3% |
| 6M | +32.7% | -0.1% | +32.7% | +30.6% |
| YTD | +19.2% | -9.7% | +28.9% | +20.8% |
| 1Y | +2.4% | -24.5% | +26.9% | +9.1% |
| 3Y | -25.6% | -1.6% | -24.0% | -27.9% |
| 5Y | -53.4% | +25.6% | -79.0% | -58.3% |
| 10Y | +23.2% | +309.8% | -286.7% | -19.7% |
| All | +8,007.2% | +27,561.0% | -19,553.9% | +3,572.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 all: compounded portfolio wealth divided by compounded BRO 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…
all analysis · Full analysis span regression · 6 months rolling