+0.6%
SWKS vs BTI
+139.2%
-138.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +1.1% |
| 7D | -6.2% | -1.0% | -5.1% | -6.2% |
| 30D | -1.5% | +13.0% | -14.5% | -1.1% |
| 3M | +23.0% | +3.7% | +19.3% | +23.3% |
| 6M | +27.6% | +3.7% | +23.9% | +27.7% |
| YTD | +32.3% | +10.6% | +21.7% | +31.9% |
| 1Y | +20.1% | +17.1% | +3.0% | +19.6% |
| 3Y | +0.6% | +140.2% | -139.6% | -8.7% |
| All | +0.6% | +139.2% | -138.6% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling