+36.3%
SWK vs FBTC
+54.8%
-18.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.2% | +3.0% |
| 7D | +10.7% | -2.4% | +13.0% | +11.1% |
| 30D | +33.3% | -9.1% | +42.5% | +35.1% |
| 3M | +14.7% | +15.0% | -0.4% | +12.1% |
| 6M | +48.5% | -6.9% | +55.4% | +49.4% |
| YTD | +63.9% | -14.7% | +78.6% | +66.2% |
| 1Y | +80.4% | -28.1% | +108.5% | +87.6% |
| All | +36.3% | +54.8% | -18.6% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 FBTC 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