+6,890.0%
BHP vs SWK
+1,542.3%
+5,347.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.6% | -0.9% |
| 7D | -4.0% | +11.3% | -15.2% | -8.5% |
| 30D | -9.7% | +28.1% | -37.8% | -19.1% |
| 3M | -10.2% | +12.6% | -22.8% | -15.2% |
| 6M | +1.3% | +51.7% | -50.4% | -16.1% |
| YTD | +35.6% | +60.0% | -24.3% | +8.8% |
| 1Y | +47.5% | +72.7% | -25.2% | +14.2% |
| 3Y | +48.9% | +46.3% | +2.6% | +17.2% |
| 5Y | +118.4% | -24.6% | +143.0% | +117.1% |
| 10Y | +374.5% | +32.2% | +342.2% | +244.2% |
| All | +6,890.0% | +1,542.3% | +5,347.7% | +2,341.7% |
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