+40.2%
BBY vs SWK
+73.5%
-33.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.6% | -0.8% |
| 7D | +4.0% | -2.0% | +6.0% | +4.9% |
| 30D | +17.6% | +24.6% | -7.0% | +8.6% |
| 3M | +25.9% | +10.8% | +15.1% | +20.7% |
| 6M | +85.1% | +46.1% | +39.0% | +61.7% |
| YTD | +60.6% | +56.8% | +3.8% | +33.4% |
| 1Y | +40.2% | +72.7% | -32.6% | +10.0% |
| All | +40.2% | +73.5% | -33.3% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling