+131.9%
BTI vs SWK
+18.1%
+113.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +1.6% | -1.4% | +3.0% | +1.9% |
| 30D | +9.2% | +25.5% | -16.2% | +4.3% |
| 3M | +9.6% | +11.8% | -2.1% | +7.0% |
| 6M | -2.4% | +48.7% | -51.1% | -10.3% |
| YTD | +14.2% | +57.2% | -43.0% | +3.2% |
| 1Y | +20.3% | +75.3% | -55.0% | +6.2% |
| 3Y | +147.4% | +51.9% | +95.5% | +116.7% |
| 5Y | +155.4% | -30.7% | +186.2% | +171.7% |
| All | +131.9% | +18.1% | +113.8% | +94.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling