+50.0%
SWK vs BUD
+51.6%
-1.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -3.4% |
| 7D | +11.3% | +7.1% | +4.1% | +8.2% |
| 30D | +28.1% | +12.7% | +15.4% | +22.0% |
| 3M | +12.6% | 0.0% | +12.6% | +12.4% |
| 6M | +51.7% | +7.6% | +44.1% | +46.6% |
| YTD | +60.0% | +35.0% | +24.9% | +41.4% |
| 1Y | +72.7% | +37.6% | +35.1% | +51.4% |
| All | +50.0% | +51.6% | -1.5% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling