+86,348.1%
BBY vs SWK
+1,582.6%
+84,765.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.8% | +3.8% | +5.3% |
| 7D | +10.5% | +10.7% | -0.1% | +5.1% |
| 30D | +22.1% | +33.3% | -11.2% | +5.9% |
| 3M | +31.0% | +14.7% | +16.3% | +22.2% |
| 6M | +83.2% | +48.5% | +34.7% | +49.2% |
| YTD | +65.1% | +63.9% | +1.2% | +26.1% |
| 1Y | +41.6% | +80.4% | -38.8% | +2.9% |
| 3Y | +95.6% | +58.1% | +37.5% | +48.1% |
| 5Y | +1.0% | -24.5% | +25.5% | +6.2% |
| 10Y | +296.9% | +29.5% | +267.4% | +199.7% |
| All | +86,348.1% | +1,582.6% | +84,765.5% | +12,665.7% |
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