+6,880.2%
BTI vs SWK
+1,542.3%
+5,337.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.7% |
| 7D | +3.3% | +11.3% | -8.0% | +1.0% |
| 30D | +19.0% | +28.1% | -9.1% | +13.1% |
| 3M | +6.4% | +12.6% | -6.2% | +3.7% |
| 6M | +7.7% | +51.7% | -44.0% | -1.6% |
| YTD | +14.6% | +60.0% | -45.4% | +3.0% |
| 1Y | +22.0% | +72.7% | -50.6% | +7.9% |
| 3Y | +148.4% | +46.3% | +102.1% | +119.3% |
| 5Y | +161.3% | -24.6% | +185.9% | +159.7% |
| 10Y | +119.5% | +32.2% | +87.2% | +84.4% |
| All | +6,880.2% | +1,542.3% | +5,337.9% | +3,235.8% |
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 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