+51.6%
SWK vs BTG
+83.9%
-32.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.0% | -1.6% |
| 7D | -2.0% | -5.9% | +3.9% | -1.1% |
| 30D | +24.6% | -5.0% | +29.6% | +25.2% |
| 3M | +10.8% | -4.5% | +15.2% | +11.1% |
| 6M | +46.1% | -7.0% | +53.1% | +45.9% |
| YTD | +56.8% | +11.4% | +45.5% | +51.6% |
| 1Y | +72.7% | +20.1% | +52.6% | +65.4% |
| All | +51.6% | +83.9% | -32.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling