+122.8%
CRWV vs SWK
+21.7%
+101.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.7% | -3.5% | -4.9% |
| 7D | +5.4% | -6.7% | +12.1% | +8.8% |
| 30D | -1.3% | -13.5% | +12.1% | +5.5% |
| 3M | -6.8% | +16.2% | -23.0% | -12.9% |
| 6M | +19.0% | +22.7% | -3.8% | +7.0% |
| YTD | +24.5% | +23.8% | +0.6% | +11.1% |
| 1Y | -23.9% | +20.9% | -44.8% | -31.4% |
| All | +122.8% | +21.7% | +101.1% | +95.5% |
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