+55.1%
BITO vs SWK
+50.7%
+4.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | -9.2% | -1.4% | -7.9% | -8.9% |
| 30D | -15.9% | +25.5% | -41.4% | -20.2% |
| 3M | +7.3% | +11.8% | -4.5% | +4.4% |
| 6M | -15.2% | +48.7% | -63.9% | -23.1% |
| YTD | -23.8% | +57.2% | -81.0% | -32.3% |
| 1Y | -32.2% | +75.3% | -107.5% | -41.5% |
| 3Y | +55.1% | +51.9% | +3.1% | +43.9% |
| All | +55.1% | +50.7% | +4.4% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling