+498.7%
BTSG vs SWK
+35.6%
+463.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.1% | -4.9% |
| 7D | +9.4% | +11.3% | -1.9% | +5.9% |
| 30D | +3.3% | +28.1% | -24.8% | -4.0% |
| 3M | +4.5% | +12.6% | -8.1% | +0.7% |
| 6M | +28.0% | +51.7% | -23.7% | +13.3% |
| YTD | +75.9% | +60.0% | +15.9% | +51.8% |
| 1Y | +101.5% | +72.7% | +28.9% | +69.9% |
| All | +498.7% | +35.6% | +463.2% | +403.6% |
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