+46.0%
SWKS vs BUD
-4.5%
+50.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.3% | +8.2% | +6.9% |
| 7D | +5.7% | +0.5% | +5.2% | +5.4% |
| 30D | +17.3% | +7.4% | +9.9% | +13.3% |
| 3M | +28.3% | +4.3% | +24.0% | +24.9% |
| 6M | +26.1% | +5.3% | +20.8% | +21.6% |
| YTD | +41.1% | +33.2% | +7.8% | +21.9% |
| 1Y | +31.4% | +31.8% | -0.3% | +14.0% |
| 3Y | +7.3% | +47.8% | -40.5% | -13.6% |
| 5Y | -37.7% | +50.2% | -87.9% | -51.1% |
| 10Y | +46.0% | -4.8% | +50.8% | +26.7% |
| All | +46.0% | -4.5% | +50.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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