+6,024.9%
BTI vs SWK
+1,275.2%
+4,749.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | -1.4% | -0.4% | -0.9% | -1.3% |
| 30D | -6.6% | -5.7% | -0.9% | -5.5% |
| 3M | -3.0% | +24.1% | -27.1% | -7.4% |
| 6M | -6.7% | +24.7% | -31.4% | -11.4% |
| YTD | +0.6% | +33.9% | -33.4% | -6.1% |
| 1Y | +5.6% | +34.7% | -29.1% | -1.9% |
| 3Y | +110.3% | +15.3% | +95.0% | +95.1% |
| 5Y | +114.3% | -39.3% | +153.6% | +122.9% |
| 10Y | +67.7% | +2.5% | +65.2% | +48.6% |
| All | +6,024.9% | +1,275.2% | +4,749.7% | +2,939.9% |
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