+148.5%
DUK vs SWK
+32.9%
+115.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.6% | -0.2% |
| 7D | -0.2% | +10.7% | -10.9% | -2.0% |
| 30D | +9.8% | +33.3% | -23.5% | +4.7% |
| 3M | +3.5% | +14.7% | -11.2% | +1.0% |
| 6M | +5.0% | +48.5% | -43.5% | -2.1% |
| YTD | +12.2% | +63.9% | -51.7% | +2.3% |
| 1Y | +7.2% | +80.4% | -73.2% | -4.0% |
| 3Y | +63.0% | +58.1% | +4.9% | +45.0% |
| 5Y | +52.3% | -24.5% | +76.8% | +56.9% |
| 10Y | +148.5% | +29.5% | +119.1% | +114.4% |
| All | +148.5% | +32.9% | +115.7% | +114.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling