+557.5%
P vs SWK
+59.1%
+498.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +13.1% | -18.1% | -11.1% |
| 7D | -19.4% | +17.9% | -37.3% | -26.3% |
| 30D | -22.3% | +31.9% | -54.3% | -33.0% |
| 3M | +33.2% | +16.6% | +16.6% | +21.6% |
| 6M | +53.6% | +61.1% | -7.5% | +18.8% |
| YTD | +66.8% | +64.2% | +2.6% | +25.9% |
| 1Y | +17.5% | +85.2% | -67.7% | -16.9% |
| 3Y | +219.7% | +50.2% | +169.5% | +135.3% |
| 5Y | +307.8% | -22.8% | +330.6% | +319.0% |
| 10Y | +855.3% | +35.8% | +819.5% | +535.9% |
| All | +557.5% | +59.1% | +498.4% | +312.0% |
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