+351.5%
SWK vs BLDR
+443.7%
-92.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +9.3% | +3.8% | +11.0% |
| 7D | +17.9% | +24.4% | -6.5% | +12.1% |
| 30D | +31.9% | +24.9% | +7.0% | +25.2% |
| 3M | +16.6% | -7.8% | +24.4% | +18.4% |
| 6M | +61.1% | -5.8% | +66.9% | +62.6% |
| YTD | +64.2% | -32.5% | +96.7% | +78.3% |
| 1Y | +85.2% | -36.7% | +121.9% | +104.1% |
| 3Y | +50.2% | -45.2% | +95.4% | +70.3% |
| 5Y | -22.8% | +6.3% | -29.1% | -24.8% |
| 10Y | +35.8% | +660.4% | -624.6% | -11.2% |
| All | +351.5% | +443.7% | -92.1% | +122.5% |
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