+339.9%
SWK vs BLDR
+412.4%
-72.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.8% | +3.2% | -1.2% |
| 7D | +11.3% | +3.9% | +7.4% | +10.4% |
| 30D | +28.1% | +16.5% | +11.6% | +23.5% |
| 3M | +12.6% | -13.7% | +26.2% | +16.1% |
| 6M | +51.7% | -12.2% | +63.9% | +55.5% |
| YTD | +60.0% | -36.3% | +96.3% | +76.1% |
| 1Y | +72.7% | -41.3% | +114.0% | +93.6% |
| 3Y | +46.3% | -48.3% | +94.6% | +68.2% |
| 5Y | -24.6% | -2.6% | -22.0% | -25.1% |
| 10Y | +32.2% | +616.6% | -584.4% | -12.3% |
| All | +339.9% | +412.4% | -72.5% | +119.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling