+52.8%
RMD vs SWK
+15.2%
+37.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | -5.0% | -0.4% | -4.5% | -4.9% |
| 30D | +2.2% | -5.7% | +7.9% | +3.6% |
| 3M | +17.8% | +24.1% | -6.2% | +11.4% |
| 6M | -11.3% | +24.7% | -36.0% | -16.6% |
| YTD | -4.4% | +33.9% | -38.4% | -12.1% |
| 1Y | -15.7% | +34.7% | -50.4% | -22.8% |
| All | +52.8% | +15.2% | +37.7% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling