+69,298.0%
FAST vs SWK
+1,275.2%
+68,022.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -0.4% | -0.4% | +0.1% | -0.2% |
| 30D | -0.8% | -5.7% | +4.9% | +1.5% |
| 3M | +5.8% | +24.1% | -18.3% | -3.8% |
| 6M | +8.0% | +24.7% | -16.7% | -2.5% |
| YTD | +25.6% | +33.9% | -8.3% | +9.9% |
| 1Y | +0.8% | +34.7% | -33.9% | -12.8% |
| 3Y | +86.1% | +15.3% | +70.8% | +62.3% |
| 5Y | +100.2% | -39.3% | +139.5% | +119.6% |
| 10Y | +494.2% | +2.5% | +491.7% | +380.0% |
| All | +69,298.0% | +1,275.2% | +68,022.9% | +18,282.4% |
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