-57.6%
BSX vs SWK
+73.5%
-131.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.2% | -1.9% |
| 7D | -1.0% | -2.0% | +1.0% | -0.8% |
| 30D | +2.1% | +24.6% | -22.5% | +1.4% |
| 3M | -14.0% | +10.8% | -24.8% | -14.9% |
| 6M | -18.3% | +46.1% | -64.4% | -17.8% |
| YTD | -53.6% | +56.8% | -110.5% | -54.3% |
| 1Y | -57.6% | +72.7% | -130.3% | -59.7% |
| All | -57.6% | +73.5% | -131.0% | -59.7% |
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