+18.9%
SWKS vs SBAC
+2.4%
+16.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.8% | -8.7% | -3.0% |
| 7D | -4.9% | +5.8% | -10.7% | -5.0% |
| 30D | -1.2% | +20.8% | -22.0% | -2.0% |
| 3M | +24.2% | +4.8% | +19.4% | +24.2% |
| 6M | +21.5% | -9.1% | +30.6% | +23.9% |
| YTD | +33.5% | +3.1% | +30.4% | +31.3% |
| 1Y | +18.9% | +2.2% | +16.7% | +17.3% |
| All | +18.9% | +2.4% | +16.5% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling