+81.3%
SWK vs BIDU
-37.7%
+119.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.9% | +3.0% |
| 7D | +10.7% | +5.4% | +5.3% | +9.8% |
| 30D | +33.3% | -5.0% | +38.4% | +34.1% |
| 3M | +14.7% | -26.1% | +40.8% | +19.0% |
| 6M | +48.5% | -42.6% | +91.1% | +59.7% |
| YTD | +63.9% | -38.0% | +101.9% | +71.0% |
| All | +81.3% | -37.7% | +119.0% | +88.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling