+11,131.7%
FISV vs SWK
+1,275.2%
+9,856.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | -0.3% | -0.4% | +0.1% | -0.2% |
| 30D | -2.1% | -5.7% | +3.7% | -0.1% |
| 3M | -5.7% | +24.1% | -29.8% | -13.4% |
| 6M | -15.3% | +24.7% | -40.0% | -23.1% |
| YTD | -21.1% | +33.9% | -55.0% | -30.4% |
| 1Y | -61.1% | +34.7% | -95.8% | -65.7% |
| 3Y | -56.8% | +15.3% | -72.1% | -61.9% |
| 5Y | -54.2% | -39.3% | -14.9% | -50.5% |
| 10Y | +1.6% | +2.5% | -0.9% | -15.4% |
| All | +11,131.7% | +1,275.2% | +9,856.5% | +3,863.7% |
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