+113.8%
BTSG vs SWK
+77.5%
+36.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.4% | +6.2% | +5.2% |
| 7D | +3.8% | +11.3% | -7.5% | +0.7% |
| 30D | +13.7% | +31.5% | -17.7% | +4.5% |
| 3M | +18.0% | +14.4% | +3.5% | +13.2% |
| 6M | +32.2% | +46.4% | -14.2% | +17.8% |
| YTD | +93.6% | +61.6% | +32.0% | +61.7% |
| All | +113.8% | +77.5% | +36.2% | +70.0% |
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