+1,127.7%
RSP vs SWK
+648.6%
+479.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -0.8% | -0.4% | -0.3% | -0.6% |
| 30D | -0.3% | -5.7% | +5.4% | +2.2% |
| 3M | +4.3% | +24.1% | -19.8% | -6.0% |
| 6M | +8.8% | +24.7% | -15.9% | -3.0% |
| YTD | +15.3% | +33.9% | -18.7% | -1.1% |
| 1Y | +18.3% | +34.7% | -16.4% | +0.4% |
| 3Y | +52.8% | +15.3% | +37.5% | +31.3% |
| 5Y | +51.7% | -39.3% | +91.0% | +68.8% |
| 10Y | +208.5% | +2.5% | +206.0% | +138.7% |
| All | +1,127.7% | +648.6% | +479.2% | +178.3% |
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