+31,891.9%
JBL vs SWK
+1,129.4%
+30,762.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.6% | -6.0% | -7.1% |
| 7D | -17.9% | +11.3% | -29.1% | -23.5% |
| 30D | -23.6% | +28.1% | -51.6% | -34.4% |
| 3M | -30.2% | +12.6% | -42.8% | -35.8% |
| 6M | -29.9% | +51.7% | -81.6% | -45.8% |
| YTD | +3.7% | +60.0% | -56.2% | -22.9% |
| 1Y | +8.5% | +72.7% | -64.2% | -23.1% |
| 3Y | +85.1% | +46.3% | +38.8% | +34.5% |
| 5Y | +267.8% | -24.6% | +292.4% | +270.7% |
| 10Y | +1,135.9% | +32.2% | +1,103.6% | +735.6% |
| All | +31,891.9% | +1,129.4% | +30,762.5% | +6,652.1% |
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 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