+942.7%
BSX vs SWK
+1,331.1%
-388.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -1.8% |
| 7D | +4.6% | +11.3% | -6.7% | +1.2% |
| 30D | +5.8% | +28.1% | -22.3% | -2.0% |
| 3M | -6.5% | +12.6% | -19.1% | -10.0% |
| 6M | -20.3% | +51.7% | -72.0% | -30.4% |
| YTD | -53.2% | +60.0% | -113.1% | -60.4% |
| 1Y | -54.9% | +72.7% | -127.5% | -62.8% |
| 3Y | -15.0% | +46.3% | -61.3% | -30.2% |
| 5Y | +3.4% | -24.6% | +28.0% | +2.0% |
| 10Y | +107.1% | +32.2% | +74.8% | +60.3% |
| All | +942.7% | +1,331.1% | -388.4% | +304.1% |
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