+50.0%
SWK vs BB
+122.6%
-72.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +1.9% | -1.7% |
| 7D | +11.3% | -8.9% | +20.2% | +13.1% |
| 30D | +28.1% | -12.6% | +40.7% | +30.6% |
| 3M | +12.6% | -4.1% | +16.7% | +12.3% |
| 6M | +51.7% | +49.5% | +2.2% | +33.4% |
| YTD | +60.0% | +120.8% | -60.9% | +27.7% |
| 1Y | +72.7% | +76.2% | -3.5% | +44.5% |
| All | +50.0% | +122.6% | -72.6% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling