+15,172.7%
INTC vs SWK
+1,275.2%
+13,897.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.6% | +4.1% |
| 7D | +7.1% | -0.4% | +7.5% | +7.3% |
| 30D | -5.2% | -5.7% | +0.5% | -2.8% |
| 3M | -14.3% | +24.1% | -38.4% | -21.9% |
| 6M | +110.2% | +24.7% | +85.5% | +90.9% |
| YTD | +159.6% | +33.9% | +125.7% | +127.5% |
| 1Y | +289.3% | +34.7% | +254.6% | +238.5% |
| 3Y | +166.1% | +15.3% | +150.8% | +139.3% |
| 5Y | +94.4% | -39.3% | +133.7% | +121.3% |
| 10Y | +227.7% | +2.5% | +225.2% | +179.6% |
| All | +15,172.7% | +1,275.2% | +13,897.5% | +3,807.0% |
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