+8,902.0%
SWKS vs BTI
+6,669.2%
+2,232.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.0% |
| 7D | -6.2% | -1.0% | -5.1% | -6.0% |
| 30D | -1.5% | +13.0% | -14.5% | -4.4% |
| 3M | +23.0% | +3.7% | +19.3% | +21.5% |
| 6M | +27.6% | +3.7% | +23.9% | +25.4% |
| YTD | +32.3% | +10.6% | +21.7% | +27.8% |
| 1Y | +20.1% | +17.1% | +3.0% | +14.4% |
| 3Y | +0.6% | +140.2% | -139.6% | -20.4% |
| 5Y | -42.3% | +152.2% | -194.5% | -55.2% |
| 10Y | +35.9% | +111.9% | -75.9% | +7.9% |
| All | +8,902.0% | +6,669.2% | +2,232.7% | +3,962.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling