-42.5%
SWK vs BRKR
-39.6%
-2.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.1% |
| 7D | -6.7% | -9.8% | +3.1% | -3.3% |
| 30D | -13.5% | -6.1% | -7.4% | -11.8% |
| 3M | +16.2% | -2.4% | +18.6% | +13.9% |
| 6M | +22.7% | +46.7% | -24.0% | +0.7% |
| YTD | +23.8% | +14.0% | +9.9% | +11.1% |
| 1Y | +20.9% | +76.5% | -55.6% | -10.6% |
| 3Y | +10.6% | -11.7% | +22.3% | +3.2% |
| All | -42.5% | -39.6% | -2.9% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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