+79.6%
SWK vs BBWI
+1.3%
+78.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +11.3% | -4.2% | +15.5% | +12.6% |
| 30D | +31.5% | +24.9% | +6.6% | +25.2% |
| 3M | +14.4% | +13.2% | +1.2% | +10.9% |
| 6M | +46.4% | +12.1% | +34.3% | +42.0% |
| YTD | +61.6% | +11.1% | +50.5% | +59.0% |
| All | +79.6% | +1.3% | +78.3% | +77.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling