+1,502.7%
BA vs SWK
+1,585.9%
-83.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +13.1% | -11.0% | -3.5% |
| 7D | +5.9% | +17.9% | -12.0% | -1.7% |
| 30D | -8.2% | +31.9% | -40.1% | -19.0% |
| 3M | -25.4% | +16.6% | -41.9% | -30.6% |
| 6M | -20.0% | +61.1% | -81.1% | -35.6% |
| YTD | -18.5% | +64.2% | -82.7% | -35.5% |
| 1Y | -10.6% | +85.2% | -95.8% | -33.2% |
| 3Y | -9.3% | +50.2% | -59.4% | -29.7% |
| 5Y | -16.9% | -22.8% | +5.9% | -16.9% |
| 10Y | +37.9% | +35.8% | +2.1% | +8.4% |
| All | +1,502.7% | +1,585.9% | -83.2% | +348.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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