+6,216.1%
DOV vs SWK
+1,542.3%
+4,673.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.6% | -2.2% | -3.5% |
| 7D | -3.7% | +11.3% | -15.0% | -9.1% |
| 30D | +5.6% | +28.1% | -22.5% | -7.0% |
| 3M | -3.5% | +12.6% | -16.1% | -9.7% |
| 6M | -8.9% | +51.7% | -60.6% | -26.6% |
| YTD | +4.5% | +60.0% | -55.4% | -18.7% |
| 1Y | +13.9% | +72.7% | -58.8% | -14.8% |
| 3Y | +55.9% | +46.3% | +9.6% | +19.8% |
| 5Y | +25.8% | -24.6% | +50.4% | +28.2% |
| 10Y | +348.8% | +32.2% | +316.5% | +227.2% |
| All | +6,216.1% | +1,542.3% | +4,673.8% | +1,453.4% |
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 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