+197.9%
CAH vs SWK
+15.2%
+182.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | +5.4% | -0.4% | +5.8% | +5.4% |
| 30D | +3.3% | -5.7% | +9.0% | +3.6% |
| 3M | +22.8% | +24.1% | -1.3% | +21.7% |
| 6M | +11.3% | +24.7% | -13.4% | +10.1% |
| YTD | +21.1% | +33.9% | -12.8% | +19.5% |
| 1Y | +67.2% | +34.7% | +32.6% | +64.9% |
| All | +197.9% | +15.2% | +182.7% | +192.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling