+115.2%
BTI vs SWK
-38.7%
+153.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | -1.4% | -0.4% | -0.9% | -1.4% |
| 30D | -6.6% | -5.7% | -0.9% | -6.1% |
| 3M | -3.0% | +24.1% | -27.1% | -5.1% |
| 6M | -6.7% | +24.7% | -31.4% | -8.9% |
| YTD | +0.6% | +33.9% | -33.4% | -2.6% |
| 1Y | +5.6% | +34.7% | -29.1% | +2.1% |
| 3Y | +110.3% | +15.3% | +95.0% | +104.7% |
| All | +115.2% | -38.7% | +153.9% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling