+81.3%
SWK vs BG
+8.4%
+72.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +2.8% |
| 7D | +10.7% | +7.4% | +3.3% | +10.8% |
| 30D | +33.3% | -1.5% | +34.8% | +33.1% |
| 3M | +14.7% | -6.1% | +20.7% | +14.0% |
| 6M | +48.5% | -18.0% | +66.5% | +49.1% |
| YTD | +63.9% | +15.6% | +48.2% | +35.8% |
| All | +81.3% | +8.4% | +72.9% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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