+1,394.7%
BP vs SWK
+1,585.9%
-191.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +13.1% | -17.3% | -8.0% |
| 7D | -8.4% | +17.9% | -26.3% | -13.2% |
| 30D | +2.2% | +31.9% | -29.7% | -6.4% |
| 3M | +8.8% | +16.6% | -7.8% | +3.0% |
| 6M | -0.5% | +61.1% | -61.6% | -15.6% |
| YTD | +36.2% | +64.2% | -28.0% | +13.3% |
| 1Y | +36.6% | +85.2% | -48.7% | +9.0% |
| 3Y | +48.1% | +50.2% | -2.1% | +21.3% |
| 5Y | +114.3% | -22.8% | +137.1% | +108.5% |
| 10Y | +139.2% | +35.8% | +103.4% | +86.8% |
| All | +1,394.7% | +1,585.9% | -191.2% | +598.8% |
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