-56.8%
BSX vs SWK
+71.2%
-128.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.9% | -4.2% |
| 7D | +1.8% | +11.0% | -9.2% | +1.1% |
| 30D | +2.8% | +30.1% | -27.2% | +2.0% |
| 3M | -13.3% | +14.7% | -27.9% | -14.2% |
| 6M | -23.7% | +44.5% | -68.2% | -23.4% |
| YTD | -55.2% | +59.4% | -114.5% | -55.8% |
| 1Y | -56.8% | +77.5% | -134.4% | -59.2% |
| All | -56.8% | +71.2% | -128.0% | -59.2% |
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