+50.3%
INTC vs SWK
+46.0%
+4.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.4% | +8.1% | +7.9% |
| 7D | -14.4% | +11.0% | -25.4% | -18.8% |
| 30D | -50.2% | +30.1% | -80.3% | -56.4% |
| 3M | -43.6% | +14.7% | -58.3% | -47.6% |
| 6M | -50.2% | +44.5% | -94.7% | -58.5% |
| YTD | +52.5% | +59.4% | -6.9% | +20.2% |
| 1Y | +51.1% | +77.5% | -26.4% | +13.2% |
| 3Y | +50.3% | +49.5% | +0.8% | +14.1% |
| All | +50.3% | +46.0% | +4.3% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling