+848.6%
BX vs SWK
+219.3%
+629.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.6% | -2.0% | -2.9% |
| 7D | +0.3% | +11.3% | -11.0% | -6.7% |
| 30D | +6.7% | +28.1% | -21.4% | -9.4% |
| 3M | -11.1% | +12.6% | -23.7% | -18.1% |
| 6M | -0.4% | +51.7% | -52.1% | -25.4% |
| YTD | -19.1% | +60.0% | -79.0% | -42.6% |
| 1Y | -13.6% | +72.7% | -86.2% | -42.1% |
| 3Y | +30.7% | +46.3% | -15.6% | -8.2% |
| 5Y | +0.3% | -24.6% | +24.9% | +6.3% |
| 10Y | +687.5% | +32.2% | +655.2% | +362.9% |
| All | +848.6% | +219.3% | +629.4% | +95.8% |
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 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