+216.1%
CRWD vs SWK
-38.7%
+254.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | +1.5% | -5.7% | +7.3% | +3.2% |
| 3M | +18.5% | +24.1% | -5.5% | +10.9% |
| 6M | +109.1% | +24.7% | +84.4% | +93.8% |
| YTD | +81.8% | +33.9% | +47.9% | +63.8% |
| 1Y | +106.7% | +34.7% | +72.0% | +85.0% |
| 3Y | +428.7% | +15.3% | +413.4% | +368.8% |
| All | +216.1% | -38.7% | +254.8% | +224.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling