+145.3%
DELL vs SWK
+79.5%
+65.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.8% | +2.6% | +4.5% |
| 7D | -11.8% | +10.7% | -22.5% | -14.6% |
| 30D | -40.8% | +33.3% | -74.2% | -47.7% |
| 3M | -23.6% | +14.7% | -38.2% | -27.4% |
| 6M | +33.4% | +48.5% | -15.1% | +11.8% |
| YTD | +178.0% | +63.9% | +114.1% | +115.8% |
| All | +145.3% | +79.5% | +65.7% | +76.4% |
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 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