+33.0%
SWK vs FBTC
+57.6%
-24.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.3% | -1.9% |
| 7D | +11.3% | -5.8% | +17.0% | +12.2% |
| 30D | +28.1% | -11.2% | +39.2% | +30.2% |
| 3M | +12.6% | +17.3% | -4.7% | +9.8% |
| 6M | +51.7% | -6.9% | +58.6% | +52.6% |
| YTD | +60.0% | -13.2% | +73.2% | +61.8% |
| 1Y | +72.7% | -26.9% | +99.6% | +79.2% |
| All | +33.0% | +57.6% | -24.6% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling