+85.2%
SWK vs BR
-14.2%
+99.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.0% | +10.1% | +12.8% |
| 7D | +17.9% | +7.0% | +10.9% | +17.3% |
| 30D | +31.9% | +19.0% | +13.0% | +31.0% |
| 3M | +16.6% | +13.1% | +3.5% | +15.8% |
| 6M | +61.1% | +24.6% | +36.5% | +59.5% |
| YTD | +64.2% | -13.6% | +77.8% | +76.8% |
| 1Y | +85.2% | -13.1% | +98.3% | +100.5% |
| All | +85.2% | -14.2% | +99.5% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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