+2,236.3%
RSG vs SWK
+494.3%
+1,742.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.7% |
| 7D | +2.0% | +11.3% | -9.3% | -1.0% |
| 30D | +14.2% | +31.5% | -17.3% | +6.4% |
| 3M | +15.8% | +14.4% | +1.3% | +11.5% |
| 6M | +24.6% | +46.4% | -21.9% | +12.0% |
| YTD | +18.2% | +61.6% | -43.3% | +2.6% |
| 1Y | +22.8% | +78.7% | -56.0% | +3.4% |
| 3Y | +62.4% | +54.4% | +8.0% | +35.1% |
| 5Y | +96.0% | -25.3% | +121.4% | +94.2% |
| 10Y | +448.5% | +22.4% | +426.1% | +336.1% |
| All | +2,236.3% | +494.3% | +1,742.1% | +856.8% |
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 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