+37,071.1%
ADI vs SWK
+1,275.2%
+35,796.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.2% |
| 7D | +0.4% | -0.4% | +0.9% | +0.6% |
| 30D | -3.8% | -5.7% | +1.9% | -1.2% |
| 3M | -15.3% | +24.1% | -39.3% | -23.5% |
| 6M | +6.7% | +24.7% | -18.0% | -4.4% |
| YTD | +34.8% | +33.9% | +0.8% | +16.3% |
| 1Y | +49.0% | +34.7% | +14.3% | +27.7% |
| 3Y | +108.1% | +15.3% | +92.8% | +84.7% |
| 5Y | +142.4% | -39.3% | +181.7% | +176.8% |
| 10Y | +589.9% | +2.5% | +587.4% | +486.0% |
| All | +37,071.1% | +1,275.2% | +35,796.0% | +9,314.0% |
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