+10.6%
INTC vs SWK
-25.4%
+36.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.6% | -7.7% | -9.2% |
| 7D | -43.2% | +11.3% | -54.5% | -46.3% |
| 30D | -53.6% | +28.1% | -81.6% | -59.1% |
| 3M | -48.3% | +12.6% | -60.9% | -51.7% |
| 6M | -51.7% | +51.7% | -103.4% | -60.7% |
| YTD | +41.6% | +60.0% | -18.4% | +11.3% |
| 1Y | +36.1% | +72.7% | -36.5% | +3.1% |
| 3Y | +39.3% | +46.3% | -7.0% | +7.9% |
| 5Y | +10.6% | -24.6% | +35.3% | +0.3% |
| All | +10.6% | -25.4% | +36.1% | +0.3% |
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 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