-1.4%
LOW vs SWK
+87.6%
-89.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +13.1% | -5.6% | +0.8% |
| 7D | +15.6% | +17.9% | -2.3% | +6.3% |
| 30D | +28.6% | +31.9% | -3.3% | +12.0% |
| 3M | +5.8% | +16.6% | -10.7% | -2.4% |
| 6M | +3.8% | +61.1% | -57.3% | -18.2% |
| YTD | -2.8% | +64.2% | -67.0% | -23.5% |
| 1Y | -1.4% | +85.2% | -86.6% | -25.6% |
| All | -1.4% | +87.6% | -89.0% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling