+152.1%
BTSG vs SWK
+37.3%
+114.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | +2.7% | -0.4% | +3.2% | +2.8% |
| 30D | -3.6% | -5.7% | +2.1% | -1.9% |
| 3M | +5.8% | +24.1% | -18.3% | -0.5% |
| 6M | +44.7% | +24.7% | +20.0% | +34.5% |
| YTD | +62.2% | +33.9% | +28.2% | +46.3% |
| 1Y | +152.1% | +34.7% | +117.4% | +121.8% |
| All | +152.1% | +37.3% | +114.8% | +121.8% |
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 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