+22,327.1%
ADBE vs SWK
+1,275.2%
+21,051.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -7.1% |
| 7D | -8.6% | -0.4% | -8.1% | -8.5% |
| 30D | +2.8% | -5.7% | +8.5% | +5.1% |
| 3M | +3.1% | +24.1% | -20.9% | -6.6% |
| 6M | -2.4% | +24.7% | -27.1% | -13.0% |
| YTD | -23.9% | +33.9% | -57.8% | -34.6% |
| 1Y | -22.6% | +34.7% | -57.3% | -34.1% |
| 3Y | -52.7% | +15.3% | -68.0% | -59.6% |
| 5Y | -60.0% | -39.3% | -20.7% | -56.5% |
| 10Y | +157.3% | +2.5% | +154.8% | +101.7% |
| All | +22,327.1% | +1,275.2% | +21,051.9% | +4,151.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling