+22.3%
ALL vs SWK
+21.0%
+1.3%
-8.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.2% |
| 7D | 0.0% | -0.4% | +0.5% | 0.0% |
| 30D | -1.5% | -5.7% | +4.2% | -2.1% |
| 3M | +23.6% | +24.1% | -0.4% | +25.9% |
| 6M | +22.3% | +24.7% | -2.4% | +25.2% |
| All | +22.3% | +21.0% | +1.3% | +25.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling