+14,001.9%
DE vs SWK
+1,542.3%
+12,459.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.6% | -0.8% |
| 7D | +0.5% | +11.3% | -10.8% | -4.7% |
| 30D | -2.9% | +28.1% | -30.9% | -13.6% |
| 3M | +8.6% | +12.6% | -3.9% | +2.2% |
| 6M | +15.8% | +51.7% | -35.9% | -5.5% |
| YTD | +43.6% | +60.0% | -16.4% | +13.6% |
| 1Y | +41.6% | +72.7% | -31.0% | +7.8% |
| 3Y | +80.7% | +46.3% | +34.3% | +40.4% |
| 5Y | +99.3% | -24.6% | +123.9% | +99.7% |
| 10Y | +777.0% | +32.2% | +744.7% | +542.2% |
| All | +14,001.9% | +1,542.3% | +12,459.6% | +3,400.2% |
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