+20,638.2%
ADBE vs SWK
+1,542.3%
+19,095.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | +0.2% |
| 7D | -0.7% | +11.3% | -11.9% | -5.3% |
| 30D | +3.5% | +28.1% | -24.6% | -6.7% |
| 3M | -5.0% | +12.6% | -17.6% | -10.1% |
| 6M | -3.6% | +51.7% | -55.3% | -20.2% |
| YTD | -29.6% | +60.0% | -89.5% | -44.0% |
| 1Y | -26.6% | +72.7% | -99.2% | -43.6% |
| 3Y | -56.3% | +46.3% | -102.6% | -66.2% |
| 5Y | -62.8% | -24.6% | -38.2% | -63.1% |
| 10Y | +132.1% | +32.2% | +99.8% | +62.6% |
| All | +20,638.2% | +1,542.3% | +19,095.9% | +3,538.3% |
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