+40.7%
ABBV vs SWKS
+14.2%
+26.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.9% | +6.0% | +3.1% |
| 7D | +3.1% | -4.9% | +8.0% | +3.0% |
| 30D | +11.6% | -1.2% | +12.8% | +11.7% |
| 3M | +21.7% | +24.2% | -2.5% | +21.9% |
| 6M | +43.5% | +21.5% | +22.0% | +43.5% |
| YTD | +32.9% | +33.5% | -0.6% | +30.8% |
| 1Y | +40.7% | +18.9% | +21.7% | +39.7% |
| All | +40.7% | +14.2% | +26.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling