+995.1%
SWKS vs BTG
+375.3%
+619.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +1.0% |
| 7D | -6.2% | +17.4% | -23.5% | -7.8% |
| 30D | -1.5% | +8.0% | -9.5% | -2.4% |
| 3M | +23.0% | +32.5% | -9.5% | +19.0% |
| 6M | +27.6% | +21.6% | +6.0% | +24.3% |
| YTD | +32.3% | +21.2% | +11.1% | +28.0% |
| 1Y | +20.1% | +43.9% | -23.8% | +14.1% |
| 3Y | +0.6% | +78.6% | -77.9% | -7.8% |
| 5Y | -42.3% | +48.8% | -91.1% | -46.8% |
| 10Y | +35.9% | +136.8% | -100.9% | +16.4% |
| All | +995.1% | +375.3% | +619.8% | +621.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling