+2,412.8%
D vs SWK
+1,585.9%
+826.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +13.1% | -8.7% | +2.0% |
| 7D | +8.5% | +17.9% | -9.4% | +5.1% |
| 30D | +14.3% | +31.9% | -17.6% | +8.4% |
| 3M | +1.8% | +16.6% | -14.8% | -1.3% |
| 6M | +13.0% | +61.1% | -48.1% | +2.8% |
| YTD | +22.7% | +64.2% | -41.5% | +10.7% |
| 1Y | +22.6% | +85.2% | -62.6% | +7.8% |
| 3Y | +84.2% | +50.2% | +34.0% | +64.6% |
| 5Y | +15.8% | -22.8% | +38.6% | +14.6% |
| 10Y | +45.8% | +35.8% | +10.0% | +23.5% |
| All | +2,412.8% | +1,585.9% | +826.9% | +1,219.7% |
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