+72,563.1%
BBY vs SWK
+1,275.2%
+71,288.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.7% |
| 7D | +9.5% | -0.4% | +9.9% | +9.8% |
| 30D | +6.8% | -5.7% | +12.6% | +10.0% |
| 3M | +28.9% | +24.1% | +4.8% | +14.9% |
| 6M | +37.8% | +24.7% | +13.1% | +21.3% |
| YTD | +38.7% | +33.9% | +4.8% | +17.3% |
| 1Y | +23.7% | +34.7% | -11.0% | +3.7% |
| 3Y | +39.1% | +15.3% | +23.8% | +22.8% |
| 5Y | -0.4% | -39.3% | +38.9% | +16.6% |
| 10Y | +234.0% | +2.5% | +231.5% | +183.4% |
| All | +72,563.1% | +1,275.2% | +71,288.0% | +11,778.2% |
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