-24.6%
SWK vs BLDR
-3.6%
-21.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.8% | +3.2% | +0.3% |
| 7D | +11.3% | +3.9% | +7.4% | +9.2% |
| 30D | +28.1% | +16.5% | +11.6% | +18.1% |
| 3M | +12.6% | -13.7% | +26.2% | +19.9% |
| 6M | +51.7% | -12.2% | +63.9% | +58.6% |
| YTD | +60.0% | -36.3% | +96.3% | +94.3% |
| 1Y | +72.7% | -41.3% | +114.0% | +118.1% |
| 3Y | +46.3% | -48.3% | +94.6% | +88.5% |
| 5Y | -24.6% | -2.6% | -22.0% | -32.7% |
| All | -24.6% | -3.6% | -21.0% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling