+2,794.9%
DELL vs SWK
+24.6%
+2,770.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -2.6% | -12.3% | -13.8% |
| 7D | -33.4% | +11.3% | -44.6% | -37.0% |
| 30D | -44.7% | +28.1% | -72.8% | -51.1% |
| 3M | -31.4% | +12.6% | -44.0% | -35.7% |
| 6M | +46.9% | +51.7% | -4.8% | +20.2% |
| YTD | +154.4% | +60.0% | +94.4% | +101.8% |
| 1Y | +110.1% | +72.7% | +37.5% | +60.9% |
| 3Y | +376.4% | +46.3% | +330.1% | +272.8% |
| 5Y | +519.8% | -24.6% | +544.5% | +529.2% |
| 10Y | +2,460.3% | +32.2% | +2,428.0% | +1,865.4% |
| All | +2,794.9% | +24.6% | +2,770.3% | +2,165.8% |
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