+17.5%
SWK vs BLDR
-55.3%
+72.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | -0.4% |
| 7D | -0.4% | -2.8% | +2.4% | +1.0% |
| 30D | -5.7% | -13.3% | +7.6% | +1.2% |
| 3M | +24.1% | -12.3% | +36.3% | +31.4% |
| 6M | +24.7% | -31.5% | +56.2% | +49.5% |
| YTD | +33.9% | -36.1% | +70.0% | +65.2% |
| 1Y | +34.7% | -54.1% | +88.8% | +97.5% |
| All | +17.5% | -55.3% | +72.8% | +56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling