+6,920.8%
DECK vs SWK
+1,042.8%
+5,878.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | -2.2% | -0.4% | -1.8% | -2.0% |
| 30D | -13.6% | -5.7% | -7.9% | -11.3% |
| 3M | -21.2% | +24.1% | -45.3% | -29.0% |
| 6M | -21.1% | +24.7% | -45.8% | -29.2% |
| YTD | -17.2% | +33.9% | -51.2% | -28.3% |
| 1Y | -30.7% | +34.7% | -65.4% | -40.5% |
| 3Y | -3.4% | +15.3% | -18.6% | -13.5% |
| 5Y | +25.5% | -39.3% | +64.8% | +43.8% |
| 10Y | +714.7% | +2.5% | +712.2% | +606.9% |
| All | +6,920.8% | +1,042.8% | +5,878.0% | +3,087.8% |
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