+81.3%
SWK vs BLDR
-39.9%
+121.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.7% | 0.0% |
| 7D | +10.7% | -2.7% | +13.4% | +12.1% |
| 30D | +33.3% | +24.8% | +8.5% | +18.7% |
| 3M | +14.7% | -11.7% | +26.3% | +21.2% |
| 6M | +48.5% | -14.8% | +63.3% | +59.0% |
| YTD | +63.9% | -35.9% | +99.8% | +99.0% |
| All | +81.3% | -39.9% | +121.2% | +125.4% |
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