+7,085.5%
DRI vs SWK
+1,001.4%
+6,084.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | +3.8% | -5.7% | +9.6% | +6.2% |
| 3M | +13.0% | +24.1% | -11.1% | +2.7% |
| 6M | +8.3% | +24.7% | -16.4% | -2.7% |
| YTD | +20.6% | +33.9% | -13.3% | +4.9% |
| 1Y | +6.5% | +34.7% | -28.2% | -8.3% |
| 3Y | +53.7% | +15.3% | +38.4% | +33.4% |
| 5Y | +72.7% | -39.3% | +112.0% | +89.0% |
| 10Y | +363.2% | +2.5% | +360.7% | +296.9% |
| All | +7,085.5% | +1,001.4% | +6,084.1% | +2,953.4% |
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