+152.8%
BTI vs SWK
-26.0%
+178.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | -3.0% | -2.3% | -0.8% | -2.8% |
| 30D | +9.8% | +30.4% | -20.7% | +7.0% |
| 3M | +9.2% | +12.1% | -3.0% | +7.8% |
| 6M | +4.0% | +49.1% | -45.0% | 0.0% |
| YTD | +12.7% | +60.4% | -47.8% | +7.3% |
| 1Y | +15.9% | +78.3% | -62.4% | +9.3% |
| 3Y | +148.9% | +53.3% | +95.6% | +134.6% |
| 5Y | +152.8% | -27.0% | +179.7% | +171.1% |
| All | +152.8% | -26.0% | +178.8% | +171.1% |
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 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