+38.8%
BMY vs SWKS
+20.8%
+18.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +1.8% | -3.1% | +4.9% | +1.8% |
| 30D | +6.2% | +8.3% | -2.1% | +5.9% |
| 3M | -2.1% | +20.2% | -22.4% | -3.2% |
| 6M | +14.3% | +24.9% | -10.7% | +11.4% |
| YTD | +21.6% | +33.2% | -11.5% | +14.4% |
| 1Y | +38.8% | +23.6% | +15.2% | +32.0% |
| All | +38.8% | +20.8% | +18.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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