+9,358.3%
SWKS vs JBL
+42,637.0%
-33,278.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +2.9% |
| 7D | +12.5% | +3.0% | +9.5% | +11.2% |
| 30D | +10.5% | -8.3% | +18.8% | +13.6% |
| 3M | -7.4% | -16.9% | +9.5% | -1.2% |
| 6M | +32.7% | +21.8% | +10.9% | +20.8% |
| YTD | +19.2% | +36.3% | -17.1% | +3.0% |
| 1Y | +2.4% | +49.5% | -47.1% | -15.0% |
| 3Y | -25.6% | +170.6% | -196.2% | -52.4% |
| 5Y | -53.4% | +408.4% | -461.8% | -76.5% |
| 10Y | +23.2% | +1,450.4% | -1,427.2% | -59.0% |
| All | +9,358.3% | +42,637.0% | -33,278.7% | +2,669.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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