+842.1%
SWKS vs BUD
+201.1%
+641.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.4% |
| 7D | +12.5% | +0.3% | +12.2% | +12.3% |
| 30D | +10.5% | -5.7% | +16.2% | +13.7% |
| 3M | -7.4% | +3.1% | -10.5% | -9.3% |
| 6M | +32.7% | +7.9% | +24.8% | +26.2% |
| YTD | +19.2% | +27.3% | -8.2% | +3.9% |
| 1Y | +2.4% | +37.8% | -35.4% | -14.7% |
| 3Y | -25.6% | +49.8% | -75.5% | -42.4% |
| 5Y | -53.4% | +43.8% | -97.3% | -63.9% |
| 10Y | +23.2% | -22.6% | +45.8% | +25.7% |
| All | +842.1% | +201.1% | +641.0% | +274.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling