+61.5%
INTC vs SWK
+73.5%
-11.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.2% | -1.2% |
| 7D | +17.1% | -2.0% | +19.1% | +18.0% |
| 30D | -40.5% | +24.6% | -65.1% | -46.5% |
| 3M | -39.4% | +10.8% | -50.2% | -42.1% |
| 6M | -49.3% | +46.1% | -95.3% | -58.0% |
| YTD | +65.9% | +56.8% | +9.0% | +29.2% |
| 1Y | +61.5% | +72.7% | -11.2% | +21.1% |
| All | +61.5% | +73.5% | -11.9% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling