+53.0%
RSP vs SWK
-38.7%
+91.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | -0.8% | -0.4% | -0.3% | -0.7% |
| 30D | -0.3% | -5.7% | +5.4% | +1.3% |
| 3M | +4.3% | +24.1% | -19.8% | -2.6% |
| 6M | +8.8% | +24.7% | -15.9% | +1.0% |
| YTD | +15.3% | +33.9% | -18.7% | +4.4% |
| 1Y | +18.3% | +34.7% | -16.4% | +6.4% |
| 3Y | +52.8% | +15.3% | +37.5% | +38.9% |
| All | +53.0% | -38.7% | +91.7% | +63.2% |
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