+78.7%
SWK vs BIYA
-98.8%
+177.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.3% | -1.4% |
| 7D | +11.3% | -4.1% | +15.4% | +11.3% |
| 30D | +31.5% | -35.5% | +67.0% | +31.2% |
| 3M | +14.4% | -56.3% | +70.7% | +14.2% |
| 6M | +46.4% | -88.7% | +135.1% | +45.3% |
| YTD | +61.6% | -97.0% | +158.5% | +64.4% |
| 1Y | +78.7% | -98.7% | +177.4% | +74.7% |
| All | +78.7% | -98.8% | +177.6% | +74.7% |
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