+10.1%
ACWI vs SWK
+82.9%
-72.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.6% | -1.2% | -3.3% |
| 7D | -4.0% | +11.3% | -15.3% | -6.1% |
| 30D | -5.8% | +28.1% | -33.9% | -10.6% |
| 3M | -5.0% | +12.6% | -17.6% | -7.4% |
| 6M | +0.7% | +51.7% | -51.0% | -8.3% |
| YTD | +8.4% | +60.0% | -51.5% | -3.4% |
| 1Y | +10.1% | +72.7% | -62.6% | -3.6% |
| All | +10.1% | +82.9% | -72.8% | -3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling