+99.1%
RSG vs SWK
-28.9%
+127.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.6% |
| 7D | +1.4% | -2.0% | +3.4% | +1.5% |
| 30D | +15.0% | +24.6% | -9.5% | +13.9% |
| 3M | +18.5% | +10.8% | +7.7% | +17.8% |
| 6M | +25.8% | +46.1% | -20.3% | +23.4% |
| YTD | +20.8% | +56.8% | -36.0% | +17.9% |
| 1Y | +24.8% | +72.7% | -47.9% | +21.0% |
| 3Y | +65.9% | +49.9% | +16.0% | +59.2% |
| 5Y | +99.1% | -30.9% | +130.0% | +129.8% |
| All | +99.1% | -28.9% | +127.9% | +129.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling