+20.8%
SWK vs BIDU
-50.9%
+71.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -2.3% | -0.8% | -1.5% | -2.1% |
| 30D | +30.4% | -5.4% | +35.8% | +32.1% |
| 3M | +12.1% | -24.7% | +36.9% | +19.4% |
| 6M | +49.1% | -45.3% | +94.4% | +70.0% |
| YTD | +60.4% | -39.0% | +99.4% | +76.4% |
| 1Y | +78.3% | -39.6% | +117.9% | +95.9% |
| 3Y | +53.3% | -24.7% | +78.0% | +53.3% |
| 5Y | -27.0% | -52.3% | +25.4% | -23.5% |
| 10Y | +20.8% | -51.1% | +71.9% | +0.3% |
| All | +20.8% | -50.9% | +71.7% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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