+33.8%
AG vs SWK
+79.5%
-45.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.8% | +1.9% | +2.8% |
| 7D | +10.8% | +10.7% | +0.2% | +3.5% |
| 30D | -8.2% | +33.3% | -41.5% | -24.9% |
| 3M | -13.7% | +14.7% | -28.3% | -21.7% |
| 6M | -27.3% | +48.5% | -75.8% | -44.7% |
| YTD | -4.6% | +63.9% | -68.4% | -31.8% |
| All | +33.8% | +79.5% | -45.7% | -8.7% |
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