+5,387.7%
O vs SWK
+1,001.6%
+4,386.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | -0.7% | -0.4% | -0.3% | -0.6% |
| 30D | -1.9% | -5.7% | +3.8% | -0.1% |
| 3M | +3.8% | +24.1% | -20.2% | -3.8% |
| 6M | -4.7% | +24.7% | -29.5% | -12.6% |
| YTD | +12.5% | +33.9% | -21.5% | +0.4% |
| 1Y | +10.8% | +34.7% | -23.8% | -1.9% |
| 3Y | +28.8% | +15.3% | +13.5% | +14.2% |
| 5Y | +13.2% | -39.3% | +52.5% | +20.4% |
| 10Y | +53.5% | +2.5% | +51.0% | +27.9% |
| All | +5,387.7% | +1,001.6% | +4,386.2% | +2,378.8% |
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