+793.2%
DE vs SWK
+32.9%
+760.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +1.7% |
| 7D | +3.5% | +10.7% | -7.1% | -1.4% |
| 30D | +11.3% | +33.3% | -22.0% | -2.5% |
| 3M | +11.6% | +14.7% | -3.1% | +4.3% |
| 6M | +20.9% | +48.5% | -27.7% | 0.0% |
| YTD | +49.7% | +63.9% | -14.2% | +17.7% |
| 1Y | +49.5% | +80.4% | -30.9% | +12.1% |
| 3Y | +94.7% | +58.1% | +36.6% | +46.6% |
| 5Y | +107.4% | -24.5% | +131.9% | +118.7% |
| 10Y | +793.2% | +29.5% | +763.7% | +607.9% |
| All | +793.2% | +32.9% | +760.3% | +607.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling