-6.0%
DECK vs SWK
+15.2%
-21.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.8% | -0.9% | -2.3% |
| 7D | -2.3% | +0.1% | -2.5% | -2.4% |
| 30D | -15.2% | -8.9% | -6.3% | -11.2% |
| 3M | -24.7% | +20.5% | -45.2% | -32.0% |
| 6M | -20.8% | +27.1% | -47.9% | -30.6% |
| YTD | -20.3% | +30.2% | -50.5% | -31.4% |
| 1Y | -29.5% | +24.8% | -54.3% | -38.3% |
| 3Y | -6.0% | +16.3% | -22.3% | -27.3% |
| All | -6.0% | +15.2% | -21.2% | -27.3% |
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