+25.9%
NDAQ vs SWK
+71.2%
-45.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | +0.8% | +11.0% | -10.2% | -0.1% |
| 30D | +16.5% | +30.1% | -13.5% | +14.4% |
| 3M | +13.5% | +14.7% | -1.2% | +12.0% |
| 6M | +20.9% | +44.5% | -23.6% | +17.8% |
| YTD | +11.4% | +59.4% | -48.0% | +7.0% |
| 1Y | +25.9% | +77.5% | -51.6% | +18.5% |
| All | +25.9% | +71.2% | -45.2% | +18.5% |
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