+22.2%
SWK vs BUD
-2.1%
+24.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.4% |
| 7D | -1.4% | +1.0% | -2.4% | -1.9% |
| 30D | +25.5% | +6.7% | +18.8% | +21.2% |
| 3M | +11.8% | +5.7% | +6.1% | +8.4% |
| 6M | +48.7% | +5.8% | +42.9% | +43.5% |
| YTD | +57.2% | +34.4% | +22.8% | +33.4% |
| 1Y | +75.3% | +33.3% | +42.0% | +49.3% |
| 3Y | +51.9% | +48.8% | +3.1% | +18.8% |
| 5Y | -30.7% | +52.5% | -83.3% | -47.5% |
| All | +22.2% | -2.1% | +24.2% | -6.5% |
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