+6,745.4%
BTI vs SWK
+1,536.3%
+5,209.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | -1.0% | +11.0% | -12.1% | -3.2% |
| 30D | +13.0% | +30.1% | -17.1% | +7.0% |
| 3M | +5.3% | +14.7% | -9.3% | +2.2% |
| 6M | +5.3% | +44.5% | -39.2% | -2.8% |
| YTD | +12.4% | +59.4% | -47.0% | +1.1% |
| 1Y | +18.9% | +77.5% | -58.6% | +4.6% |
| 3Y | +144.0% | +49.5% | +94.6% | +114.5% |
| 5Y | +156.3% | -24.9% | +181.1% | +154.9% |
| 10Y | +115.3% | +31.8% | +83.5% | +81.0% |
| All | +6,745.4% | +1,536.3% | +5,209.0% | +3,173.9% |
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