+76.1%
IVV vs SWK
-24.2%
+100.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +13.1% | -11.5% | -1.6% |
| 7D | -0.7% | +17.9% | -18.6% | -4.9% |
| 30D | -1.0% | +31.9% | -33.0% | -8.0% |
| 3M | -0.3% | +16.6% | -16.9% | -4.5% |
| 6M | +7.4% | +61.1% | -53.8% | -5.8% |
| YTD | +13.4% | +64.2% | -50.8% | -1.7% |
| 1Y | +14.8% | +85.2% | -70.4% | -3.9% |
| 3Y | +83.3% | +50.2% | +33.2% | +55.7% |
| 5Y | +76.1% | -22.8% | +98.9% | +76.4% |
| All | +76.1% | -24.2% | +100.3% | +76.4% |
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