+8.6%
ALB vs SWK
+87.6%
-79.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +13.1% | -7.8% | +1.4% |
| 7D | -2.1% | +17.9% | -19.9% | -6.9% |
| 30D | -9.0% | +31.9% | -41.0% | -16.5% |
| 3M | -21.1% | +16.6% | -37.7% | -25.1% |
| 6M | -49.9% | +61.1% | -111.0% | -57.4% |
| YTD | -32.3% | +64.2% | -96.5% | -44.7% |
| 1Y | +8.6% | +85.2% | -76.6% | -13.8% |
| All | +8.6% | +87.6% | -79.0% | -13.8% |
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