-58.9%
ADBE vs SWK
+53.9%
-112.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.7% | -1.2% |
| 7D | -5.6% | +10.7% | -16.3% | -7.1% |
| 30D | -2.0% | +33.3% | -35.4% | -6.1% |
| 3M | -10.5% | +14.7% | -25.2% | -12.5% |
| 6M | -6.2% | +48.5% | -54.7% | -11.8% |
| YTD | -32.2% | +63.9% | -96.1% | -37.8% |
| 1Y | -27.4% | +80.4% | -107.8% | -34.8% |
| 3Y | -58.9% | +58.1% | -117.0% | -63.8% |
| All | -58.9% | +53.9% | -112.8% | -63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling