+78.7%
SWK vs BG
+6.5%
+72.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.4% |
| 7D | +11.3% | +5.0% | +6.3% | +11.4% |
| 30D | +31.5% | -3.2% | +34.7% | +31.2% |
| 3M | +14.4% | -11.2% | +25.6% | +13.8% |
| 6M | +46.4% | -19.4% | +65.9% | +47.0% |
| YTD | +61.6% | +13.6% | +48.0% | +33.9% |
| 1Y | +78.7% | +7.3% | +71.5% | +53.6% |
| All | +78.7% | +6.5% | +72.2% | +53.6% |
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