+16,513.1%
CAH vs SWK
+1,542.3%
+14,970.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.9% |
| 7D | +6.7% | +11.3% | -4.6% | +3.8% |
| 30D | +14.7% | +28.1% | -13.4% | +8.0% |
| 3M | +12.0% | +12.6% | -0.6% | +8.5% |
| 6M | +36.2% | +51.7% | -15.5% | +22.4% |
| YTD | +31.3% | +60.0% | -28.7% | +15.4% |
| 1Y | +37.1% | +72.7% | -35.6% | +18.1% |
| 3Y | +178.3% | +46.3% | +132.0% | +139.2% |
| 5Y | +497.1% | -24.6% | +521.7% | +490.4% |
| 10Y | +439.8% | +32.2% | +407.6% | +340.0% |
| All | +16,513.1% | +1,542.3% | +14,970.8% | +7,444.7% |
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 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