+54.5%
BDX vs SWK
+79.5%
-25.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.8% |
| 7D | +8.4% | +10.7% | -2.3% | +5.2% |
| 30D | +17.1% | +33.3% | -16.2% | +8.2% |
| 3M | +22.4% | +14.7% | +7.8% | +17.5% |
| 6M | +45.9% | +48.5% | -2.6% | +30.4% |
| YTD | +43.8% | +63.9% | -20.1% | +22.3% |
| All | +54.5% | +79.5% | -25.0% | +27.5% |
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