+34.7%
SWK vs BIYA
-98.3%
+133.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +0.9% |
| 7D | -0.4% | +1.3% | -1.8% | -0.4% |
| 30D | -5.7% | -21.0% | +15.3% | -5.8% |
| 3M | +24.1% | -74.3% | +98.4% | +23.4% |
| 6M | +24.7% | -84.6% | +109.3% | +24.8% |
| YTD | +33.9% | -94.2% | +128.1% | +33.9% |
| 1Y | +34.7% | -98.2% | +132.9% | +36.5% |
| All | +34.7% | -98.3% | +133.0% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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