+13,225.4%
FISV vs SWK
+1,536.3%
+11,689.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +25.7% | +11.0% | +14.7% | +20.9% |
| 30D | +38.8% | +30.1% | +8.7% | +26.3% |
| 3M | +16.2% | +14.7% | +1.6% | +10.3% |
| 6M | +12.1% | +44.5% | -32.4% | -2.8% |
| YTD | -6.4% | +59.4% | -65.8% | -22.6% |
| 1Y | +2.0% | +77.5% | -75.5% | -19.0% |
| 3Y | -47.4% | +49.5% | -96.9% | -57.7% |
| 5Y | -37.3% | -24.9% | -12.5% | -37.4% |
| 10Y | +28.4% | +31.8% | -3.3% | -2.4% |
| All | +13,225.4% | +1,536.3% | +11,689.1% | +4,310.3% |
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