+26.7%
Q vs SWK
+41.5%
-14.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.1% |
| 7D | +0.2% | -0.4% | +0.7% | +0.5% |
| 30D | -11.1% | -5.7% | -5.4% | -7.8% |
| 3M | -22.1% | +24.1% | -46.2% | -32.4% |
| 6M | +0.5% | +24.7% | -24.2% | -14.8% |
| YTD | +47.8% | +33.9% | +13.9% | +19.3% |
| All | +26.7% | +41.5% | -14.8% | -1.4% |
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 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