+7.2%
DECK vs SWK
+82.9%
-75.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.0% | -0.4% |
| 7D | +6.0% | +11.3% | -5.2% | +0.9% |
| 30D | +7.4% | +28.1% | -20.6% | -4.0% |
| 3M | -11.7% | +12.6% | -24.2% | -16.4% |
| 6M | -11.0% | +51.7% | -62.7% | -27.1% |
| YTD | -15.4% | +60.0% | -75.3% | -32.6% |
| 1Y | +7.2% | +72.7% | -65.4% | -18.0% |
| All | +7.2% | +82.9% | -75.7% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling