+29.5%
SWK vs BR
+266.7%
-237.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.2% |
| 7D | +10.7% | +4.4% | +6.3% | +7.8% |
| 30D | +33.3% | +16.3% | +17.1% | +21.4% |
| 3M | +14.7% | +16.2% | -1.6% | +3.6% |
| 6M | +48.5% | +30.3% | +18.2% | +23.0% |
| YTD | +63.9% | -12.2% | +76.1% | +74.8% |
| 1Y | +80.4% | -11.3% | +91.7% | +90.9% |
| 3Y | +58.1% | +15.2% | +42.9% | +37.9% |
| 5Y | -24.5% | +18.0% | -42.5% | -36.6% |
| 10Y | +29.5% | +268.7% | -239.2% | -38.9% |
| All | +29.5% | +266.7% | -237.2% | -38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling