+5,283.0%
O vs SWK
+1,215.6%
+4,067.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.3% |
| 7D | +4.5% | +11.3% | -6.7% | +0.8% |
| 30D | +10.2% | +28.1% | -17.9% | +1.5% |
| 3M | -3.8% | +12.6% | -16.3% | -7.8% |
| 6M | -3.8% | +51.7% | -55.6% | -16.9% |
| YTD | +10.3% | +60.0% | -49.6% | -7.2% |
| 1Y | +11.9% | +72.7% | -60.8% | -8.6% |
| 3Y | +38.1% | +46.3% | -8.2% | +13.2% |
| 5Y | +11.1% | -24.6% | +35.7% | +9.8% |
| 10Y | +72.7% | +32.2% | +40.5% | +32.1% |
| All | +5,283.0% | +1,215.6% | +4,067.4% | +2,188.8% |
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 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