+10,277.1%
SWKS vs CB
+7,167.0%
+3,110.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -9.2% | +2.6% | -11.8% | -10.1% |
| 30D | -1.9% | +11.2% | -13.1% | -6.0% |
| 3M | +21.2% | +5.7% | +15.5% | +18.2% |
| 6M | +12.9% | +15.9% | -3.0% | +5.3% |
| YTD | +30.7% | +20.2% | +10.6% | +19.9% |
| 1Y | +14.1% | +32.4% | -18.3% | +0.6% |
| 3Y | -1.7% | +75.5% | -77.2% | -23.6% |
| 5Y | -43.0% | +105.5% | -148.5% | -58.9% |
| 10Y | +34.3% | +258.5% | -224.2% | -24.4% |
| All | +10,277.1% | +7,167.0% | +3,110.1% | +2,113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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