+707.6%
DELL vs SWK
+15.2%
+692.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | +14.9% | -0.4% | +15.3% | +15.2% |
| 30D | +13.3% | -5.7% | +19.0% | +16.1% |
| 3M | +24.4% | +24.1% | +0.3% | +13.5% |
| 6M | +258.0% | +24.7% | +233.3% | +225.2% |
| YTD | +320.2% | +33.9% | +286.2% | +270.0% |
| 1Y | +319.1% | +34.7% | +284.4% | +265.8% |
| All | +707.6% | +15.2% | +692.4% | +620.2% |
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