+1,501.0%
SWK vs BBWI
+1,184.1%
+316.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.2% | +3.6% | -0.7% |
| 7D | +11.3% | -3.1% | +14.3% | +12.4% |
| 30D | +28.1% | +23.1% | +4.9% | +20.1% |
| 3M | +12.6% | +7.3% | +5.3% | +9.0% |
| 6M | +51.7% | +22.6% | +29.1% | +40.1% |
| YTD | +60.0% | +13.3% | +46.7% | +49.7% |
| 1Y | +72.7% | -2.6% | +75.3% | +66.2% |
| 3Y | +46.3% | -25.9% | +72.2% | +48.3% |
| 5Y | -24.6% | -66.7% | +42.1% | -7.5% |
| 10Y | +32.2% | -41.6% | +73.8% | +11.5% |
| All | +1,501.0% | +1,184.1% | +316.9% | +357.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling