+2.9%
SWKS vs BTDR
+2.6%
+0.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +1.6% |
| 7D | +11.8% | +22.4% | -10.6% | +9.6% |
| 30D | +6.7% | +16.5% | -9.7% | +4.7% |
| 3M | 0.0% | -31.5% | +31.5% | +2.0% |
| 6M | +38.7% | +74.0% | -35.3% | +29.6% |
| YTD | +21.4% | +13.0% | +8.3% | +17.0% |
| 1Y | +2.9% | -0.2% | +3.1% | +1.2% |
| All | +2.9% | +2.6% | +0.3% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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