+7,943.2%
BHP vs SWK
+1,275.2%
+6,668.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -2.9% | -0.4% | -2.4% | -2.7% |
| 30D | +3.4% | -5.7% | +9.1% | +5.9% |
| 3M | +4.1% | +24.1% | -20.0% | -5.5% |
| 6M | +20.6% | +24.7% | -4.1% | +8.8% |
| YTD | +56.1% | +33.9% | +22.1% | +35.8% |
| 1Y | +69.6% | +34.7% | +34.9% | +46.1% |
| 3Y | +78.8% | +15.3% | +63.5% | +56.4% |
| 5Y | +113.1% | -39.3% | +152.3% | +133.4% |
| 10Y | +505.9% | +2.5% | +503.4% | +393.3% |
| All | +7,943.2% | +1,275.2% | +6,668.0% | +2,949.2% |
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