+0.6%
SWKS vs BUD
+49.3%
-48.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.5% |
| 7D | -6.2% | +4.5% | -10.6% | -7.1% |
| 30D | -1.5% | +12.5% | -14.0% | -4.3% |
| 3M | +23.0% | 0.0% | +23.0% | +22.9% |
| 6M | +27.6% | +3.8% | +23.8% | +25.9% |
| YTD | +32.3% | +33.1% | -0.7% | +20.3% |
| 1Y | +20.1% | +35.5% | -15.4% | +8.5% |
| 3Y | +0.6% | +49.4% | -48.7% | -13.2% |
| All | +0.6% | +49.3% | -48.7% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling