+54.2%
SWK vs BIYA
-99.9%
+154.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.4% |
| 7D | +11.0% | -10.5% | +21.5% | +11.1% |
| 30D | +30.1% | -51.7% | +81.8% | +30.3% |
| 3M | +14.7% | -60.8% | +75.4% | +15.0% |
| 6M | +44.5% | -90.6% | +135.1% | +44.1% |
| YTD | +59.4% | -97.1% | +156.5% | +61.3% |
| 1Y | +77.5% | -99.1% | +176.6% | +84.2% |
| All | +54.2% | -99.9% | +154.1% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling