+136.4%
ADI vs SWK
-25.5%
+161.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | -6.3% | +11.3% | -17.6% | -11.0% |
| 30D | -3.2% | +31.5% | -34.6% | -14.9% |
| 3M | +2.8% | +14.4% | -11.7% | -4.0% |
| 6M | -5.0% | +46.4% | -51.5% | -20.9% |
| YTD | +46.3% | +61.6% | -15.3% | +15.4% |
| 1Y | +71.6% | +78.7% | -7.1% | +29.2% |
| 3Y | +139.2% | +54.4% | +84.8% | +83.8% |
| 5Y | +136.4% | -25.3% | +161.7% | +133.2% |
| All | +136.4% | -25.5% | +161.9% | +133.2% |
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