+79.3%
ADI vs SWK
+87.6%
-8.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +13.1% | -16.3% | -7.9% |
| 7D | -5.1% | +17.9% | -23.0% | -11.5% |
| 30D | -3.1% | +31.9% | -35.0% | -14.3% |
| 3M | +7.1% | +16.6% | -9.4% | +0.3% |
| 6M | +2.9% | +61.1% | -58.2% | -17.4% |
| YTD | +51.1% | +64.2% | -13.1% | +15.2% |
| 1Y | +79.3% | +85.2% | -5.9% | +26.8% |
| All | +79.3% | +87.6% | -8.3% | +26.8% |
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 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