+556.9%
A vs SWK
+624.5%
-67.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.5% | -1.8% |
| 7D | -5.2% | +11.3% | -16.4% | -10.5% |
| 30D | +1.4% | +28.1% | -26.6% | -10.8% |
| 3M | +21.9% | +12.6% | +9.3% | +14.0% |
| 6M | +46.7% | +51.7% | -5.1% | +17.2% |
| YTD | +27.2% | +60.0% | -32.8% | -2.4% |
| 1Y | +17.9% | +72.7% | -54.8% | -13.2% |
| 3Y | +61.1% | +46.3% | +14.8% | +22.8% |
| 5Y | +13.8% | -24.6% | +38.4% | +14.9% |
| 10Y | +318.8% | +32.2% | +286.6% | +171.9% |
| All | +556.9% | +624.5% | -67.6% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling