-63.2%
ADBE vs SWK
-30.7%
-32.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.6% | -1.4% | +3.0% | +1.9% |
| 30D | +1.0% | +25.5% | -24.5% | -5.0% |
| 3M | -10.1% | +11.8% | -21.9% | -13.0% |
| 6M | +3.0% | +48.7% | -45.7% | -8.2% |
| YTD | -30.5% | +57.2% | -87.7% | -39.9% |
| 1Y | -27.1% | +75.3% | -102.4% | -39.2% |
| 3Y | -58.8% | +51.9% | -110.8% | -66.2% |
| All | -63.2% | -30.7% | -32.5% | -61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling