+17.5%
SWK vs BUD
+50.7%
-33.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.4% | +0.3% | -0.7% | -0.6% |
| 30D | -5.7% | -5.7% | -0.1% | -3.5% |
| 3M | +24.1% | +3.1% | +21.0% | +22.2% |
| 6M | +24.7% | +7.9% | +16.8% | +20.1% |
| YTD | +33.9% | +27.3% | +6.6% | +20.9% |
| 1Y | +34.7% | +37.8% | -3.1% | +18.0% |
| All | +17.5% | +50.7% | -33.2% | -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 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