+32.1%
SWKS vs BTI
+115.4%
-83.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.3% |
| 7D | -6.2% | -1.0% | -5.1% | -6.0% |
| 30D | -1.5% | +13.0% | -14.5% | -5.4% |
| 3M | +23.0% | +5.3% | +17.6% | +20.4% |
| 6M | +27.6% | +5.3% | +22.3% | +23.9% |
| YTD | +32.3% | +12.4% | +19.9% | +25.0% |
| 1Y | +20.1% | +18.9% | +1.2% | +11.0% |
| 3Y | +0.6% | +144.0% | -143.4% | -31.6% |
| 5Y | -42.3% | +156.3% | -198.6% | -62.4% |
| All | +32.1% | +115.4% | -83.3% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling