+1,016.5%
BSX vs SWK
+1,098.3%
-81.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.5% |
| 7D | +2.0% | -0.4% | +2.5% | +2.2% |
| 30D | +0.1% | -5.7% | +5.8% | +1.9% |
| 3M | -2.1% | +24.1% | -26.2% | -9.0% |
| 6M | -33.8% | +24.7% | -58.5% | -39.0% |
| YTD | -49.9% | +33.9% | -83.8% | -55.2% |
| 1Y | -55.4% | +34.7% | -90.1% | -60.5% |
| 3Y | -10.9% | +15.3% | -26.1% | -21.2% |
| 5Y | +6.4% | -39.3% | +45.7% | +12.3% |
| 10Y | +97.0% | +2.5% | +94.6% | +65.3% |
| All | +1,016.5% | +1,098.3% | -81.8% | +357.4% |
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