+53.6%
P vs SWK
+55.1%
-1.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +13.1% | -18.1% | -4.8% |
| 7D | -19.4% | +17.9% | -37.3% | -19.7% |
| 30D | -22.3% | +31.9% | -54.3% | -24.6% |
| 3M | +33.2% | +16.6% | +16.6% | +34.8% |
| 6M | +53.6% | +61.1% | -7.5% | +42.4% |
| All | +53.6% | +55.1% | -1.4% | +42.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling