+113.1%
ADI vs SWK
-25.4%
+138.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -2.6% | -8.5% | -10.0% |
| 7D | -16.7% | +11.3% | -27.9% | -21.0% |
| 30D | -14.2% | +28.1% | -42.2% | -23.7% |
| 3M | -4.1% | +12.6% | -16.7% | -9.8% |
| 6M | -10.3% | +51.7% | -62.0% | -26.5% |
| YTD | +34.3% | +60.0% | -25.7% | +6.3% |
| 1Y | +54.9% | +72.7% | -17.8% | +18.3% |
| 3Y | +125.3% | +46.3% | +79.0% | +76.9% |
| 5Y | +113.1% | -24.6% | +137.7% | +109.5% |
| All | +113.1% | -25.4% | +138.5% | +109.5% |
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