+31.6%
DRI vs SWK
+71.2%
-39.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.9% |
| 7D | +2.8% | +11.0% | -8.2% | -0.3% |
| 30D | +13.3% | +30.1% | -16.8% | +5.4% |
| 3M | +8.2% | +14.7% | -6.5% | +3.8% |
| 6M | +17.5% | +44.5% | -27.0% | +5.8% |
| YTD | +26.9% | +59.4% | -32.5% | +9.9% |
| 1Y | +31.6% | +77.5% | -46.0% | +7.1% |
| All | +31.6% | +71.2% | -39.6% | +7.1% |
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