+2,886.3%
DELL vs SWK
+21.9%
+2,864.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.7% | +12.5% | +12.1% |
| 7D | +0.4% | -2.3% | +2.6% | +1.5% |
| 30D | -35.1% | +30.4% | -65.5% | -43.1% |
| 3M | -15.1% | +12.1% | -27.3% | -20.4% |
| 6M | +51.7% | +49.1% | +2.6% | +24.7% |
| YTD | +200.0% | +60.4% | +139.5% | +137.4% |
| 1Y | +172.1% | +78.3% | +93.8% | +105.2% |
| 3Y | +431.2% | +53.3% | +377.9% | +306.7% |
| 5Y | +633.1% | -27.0% | +660.1% | +656.4% |
| 10Y | +2,886.3% | +20.8% | +2,865.5% | +2,177.4% |
| All | +2,886.3% | +21.9% | +2,864.5% | +2,177.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling