-12.8%
DECK vs SWK
+50.4%
-63.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +13.1% | -7.1% | -0.3% |
| 7D | +10.4% | +17.9% | -7.5% | +1.9% |
| 30D | +11.1% | +31.9% | -20.9% | -2.9% |
| 3M | -10.8% | +16.6% | -27.3% | -17.4% |
| 6M | -8.7% | +61.1% | -69.9% | -28.2% |
| YTD | -14.0% | +64.2% | -78.3% | -33.6% |
| 1Y | +12.0% | +85.2% | -73.2% | -18.6% |
| All | -12.8% | +50.4% | -63.2% | -32.5% |
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