+32.5%
SWK vs FBTC
+56.9%
-24.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +11.0% | -1.2% | +12.2% | +11.3% |
| 30D | +30.1% | -9.1% | +39.2% | +31.7% |
| 3M | +14.7% | +17.6% | -2.9% | +11.8% |
| 6M | +44.5% | -7.1% | +51.6% | +45.4% |
| YTD | +59.4% | -13.6% | +72.9% | +61.3% |
| 1Y | +77.5% | -25.1% | +102.6% | +83.4% |
| All | +32.5% | +56.9% | -24.4% | +25.9% |
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