+103.2%
GOOGL vs SWK
-26.0%
+129.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.3% |
| 7D | +1.6% | -2.3% | +3.9% | +2.2% |
| 30D | -16.8% | +30.4% | -47.2% | -22.8% |
| 3M | -14.6% | +12.1% | -26.7% | -17.5% |
| 6M | -24.4% | +49.1% | -73.5% | -32.9% |
| YTD | -6.1% | +60.4% | -66.5% | -19.0% |
| 1Y | +1.0% | +78.3% | -77.3% | -15.7% |
| 3Y | +123.4% | +53.3% | +70.1% | +84.2% |
| 5Y | +103.2% | -27.0% | +130.2% | +109.4% |
| All | +103.2% | -26.0% | +129.2% | +109.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling