-6.1%
SHOP vs SWK
+76.3%
-82.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | -2.5% | -2.3% | -0.2% | -1.7% |
| 30D | -16.7% | +30.4% | -47.1% | -22.6% |
| 3M | -2.2% | +12.1% | -14.3% | -5.5% |
| 6M | +45.6% | +49.1% | -3.5% | +31.5% |
| YTD | -7.3% | +60.4% | -67.7% | -19.1% |
| 1Y | -6.1% | +78.3% | -84.4% | -23.8% |
| All | -6.1% | +76.3% | -82.4% | -23.8% |
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 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