+15.1%
BND vs SWK
+3.3%
+11.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -0.1% | -0.4% | +0.3% | -0.1% |
| 30D | -0.4% | -5.7% | +5.4% | -0.2% |
| 3M | -0.6% | +24.1% | -24.7% | -1.1% |
| 6M | -1.4% | +24.7% | -26.2% | -1.9% |
| YTD | -0.2% | +33.9% | -34.2% | -0.8% |
| 1Y | +1.3% | +34.7% | -33.4% | +0.6% |
| 3Y | +13.2% | +15.3% | -2.1% | +12.4% |
| 5Y | -1.6% | -39.3% | +37.7% | -2.3% |
| All | +15.1% | +3.3% | +11.8% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling