+11,260.3%
GOOGL vs SWK
+370.8%
+10,889.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.2% |
| 7D | -0.4% | +11.3% | -11.7% | -4.6% |
| 30D | -18.7% | +28.1% | -46.8% | -26.3% |
| 3M | -22.0% | +12.6% | -34.6% | -26.0% |
| 6M | -27.2% | +51.7% | -78.9% | -38.7% |
| YTD | -9.5% | +60.0% | -69.5% | -26.2% |
| 1Y | -0.4% | +72.7% | -73.0% | -21.2% |
| 3Y | +121.0% | +46.3% | +74.7% | +75.4% |
| 5Y | +91.6% | -24.6% | +116.3% | +91.9% |
| 10Y | +630.4% | +32.2% | +598.2% | +425.1% |
| All | +11,260.3% | +370.8% | +10,889.5% | +4,451.3% |
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