+797.5%
RVMD vs SWK
+50.4%
+747.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.8% |
| 7D | -0.7% | -2.0% | +1.2% | -0.2% |
| 30D | -6.4% | +24.6% | -31.0% | -11.7% |
| 3M | -14.1% | +10.8% | -24.9% | -16.5% |
| 6M | +21.0% | +46.1% | -25.1% | +8.8% |
| YTD | +121.4% | +56.8% | +64.6% | +92.6% |
| 1Y | +167.9% | +72.7% | +95.2% | +125.5% |
| All | +797.5% | +50.4% | +747.1% | +574.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling