+603.7%
ABBV vs SWK
+32.9%
+570.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.1% |
| 7D | +1.5% | +10.7% | -9.1% | -0.5% |
| 30D | +6.7% | +33.3% | -26.6% | +0.8% |
| 3M | +19.9% | +14.7% | +5.3% | +16.5% |
| 6M | +47.5% | +48.5% | -1.1% | +35.5% |
| YTD | +32.2% | +63.9% | -31.7% | +18.1% |
| 1Y | +37.8% | +80.4% | -42.6% | +20.5% |
| 3Y | +134.8% | +58.1% | +76.6% | +104.6% |
| 5Y | +203.0% | -24.5% | +227.5% | +211.1% |
| 10Y | +603.7% | +29.5% | +574.2% | +493.7% |
| All | +603.7% | +32.9% | +570.8% | +493.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling