+117.9%
BTSG vs SWK
+87.6%
+30.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.1% | -13.2% | -3.4% |
| 7D | +17.4% | +17.9% | -0.5% | +11.9% |
| 30D | +12.6% | +31.9% | -19.4% | +3.4% |
| 3M | +11.2% | +16.6% | -5.4% | +6.2% |
| 6M | +30.4% | +61.1% | -30.8% | +13.2% |
| YTD | +86.4% | +64.2% | +22.2% | +55.6% |
| 1Y | +117.9% | +85.2% | +32.7% | +70.9% |
| All | +117.9% | +87.6% | +30.3% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling