+36.2%
BMY vs SWKS
+33.8%
+2.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +2.1% | +9.4% | -7.4% | +1.9% |
| 30D | +7.0% | +17.0% | -10.0% | +6.5% |
| 3M | -0.9% | +28.9% | -29.8% | -2.0% |
| 6M | +14.9% | +33.1% | -18.2% | +12.3% |
| YTD | +22.8% | +44.8% | -22.0% | +15.2% |
| 1Y | +36.2% | +36.2% | 0.0% | +28.9% |
| All | +36.2% | +33.8% | +2.5% | +28.9% |
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