+29.2%
SWK vs BUD
-7.7%
+36.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.5% |
| 7D | +11.3% | +7.1% | +4.1% | +7.4% |
| 30D | +28.1% | +12.7% | +15.4% | +20.3% |
| 3M | +12.6% | 0.0% | +12.6% | +12.3% |
| 6M | +51.7% | +7.6% | +44.1% | +45.2% |
| YTD | +60.0% | +35.0% | +24.9% | +35.6% |
| 1Y | +72.7% | +37.6% | +35.1% | +44.9% |
| 3Y | +46.3% | +51.5% | -5.2% | +13.5% |
| 5Y | -24.6% | +50.2% | -74.9% | -42.2% |
| All | +29.2% | -7.7% | +36.9% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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