+35,474.8%
LOW vs SWK
+1,275.2%
+34,199.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.8% |
| 7D | -1.7% | -0.4% | -1.3% | -1.5% |
| 30D | -7.0% | -5.7% | -1.3% | -4.5% |
| 3M | -0.9% | +24.1% | -24.9% | -10.8% |
| 6M | -20.1% | +24.7% | -44.8% | -28.5% |
| YTD | -13.9% | +33.9% | -47.8% | -25.7% |
| 1Y | -21.1% | +34.7% | -55.8% | -32.6% |
| 3Y | -6.6% | +15.3% | -21.9% | -18.1% |
| 5Y | +9.4% | -39.3% | +48.6% | +24.9% |
| 10Y | +220.5% | +2.5% | +218.0% | +171.1% |
| All | +35,474.8% | +1,275.2% | +34,199.7% | +8,552.2% |
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