+72.7%
SWK vs BLDR
-44.0%
+116.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.3% | -0.4% |
| 7D | -2.0% | -8.2% | +6.3% | +2.3% |
| 30D | +24.6% | +16.3% | +8.3% | +15.0% |
| 3M | +10.8% | -17.0% | +27.8% | +20.9% |
| 6M | +46.1% | -17.4% | +63.5% | +58.5% |
| YTD | +56.8% | -41.6% | +98.4% | +99.5% |
| 1Y | +72.7% | -43.5% | +116.2% | +124.2% |
| All | +72.7% | -44.0% | +116.7% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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