+22.2%
SWK vs BBWI
-47.4%
+69.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | -0.2% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +25.5% | +12.9% | +12.6% | +20.8% |
| 3M | +11.8% | +16.0% | -4.2% | +5.7% |
| 6M | +48.7% | +16.6% | +32.1% | +39.3% |
| YTD | +57.2% | +9.7% | +47.4% | +48.5% |
| 1Y | +75.3% | +1.5% | +73.8% | +66.6% |
| 3Y | +51.9% | -21.4% | +73.3% | +51.6% |
| 5Y | -30.7% | -67.6% | +36.8% | -14.3% |
| All | +22.2% | -47.4% | +69.6% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling