+2.9%
SWKS vs BTG
+29.7%
-26.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.9% | +4.7% | +2.3% |
| 7D | +11.8% | +4.8% | +7.0% | +10.9% |
| 30D | +6.7% | +8.3% | -1.6% | +5.0% |
| 3M | 0.0% | +32.3% | -32.3% | -5.6% |
| 6M | +38.7% | +3.0% | +35.8% | +35.8% |
| YTD | +21.4% | +21.9% | -0.6% | +12.9% |
| 1Y | +2.9% | +28.2% | -25.3% | -11.3% |
| All | +2.9% | +29.7% | -26.8% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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