+28.4%
RTX vs SWK
+37.3%
-8.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.8% |
| 7D | -5.2% | -0.4% | -4.7% | -5.1% |
| 30D | -9.4% | -5.7% | -3.7% | -8.6% |
| 3M | +12.3% | +24.1% | -11.8% | +8.1% |
| 6M | -3.1% | +24.7% | -27.8% | -7.2% |
| YTD | +10.7% | +33.9% | -23.3% | +4.1% |
| 1Y | +28.4% | +34.7% | -6.3% | +22.0% |
| All | +28.4% | +37.3% | -8.9% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling