-36.5%
BROS vs SWK
+79.5%
-116.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.8% | +3.8% | +5.1% |
| 7D | -17.9% | +10.7% | -28.6% | -22.1% |
| 30D | -5.4% | +33.3% | -38.7% | -19.3% |
| 3M | -32.1% | +14.7% | -46.7% | -36.9% |
| 6M | -31.7% | +48.5% | -80.2% | -45.6% |
| YTD | -41.2% | +63.9% | -105.1% | -57.9% |
| All | -36.5% | +79.5% | -116.0% | -59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling