+9.8%
O vs SWK
+73.5%
-63.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | -0.4% | -2.0% | +1.5% | -0.2% |
| 30D | +8.3% | +24.6% | -16.3% | +5.9% |
| 3M | -4.0% | +10.8% | -14.8% | -5.3% |
| 6M | -2.6% | +46.1% | -48.7% | -6.2% |
| YTD | +9.9% | +56.8% | -47.0% | +5.2% |
| 1Y | +9.8% | +72.7% | -62.9% | +4.8% |
| All | +9.8% | +73.5% | -63.6% | +4.8% |
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