+8,434.7%
SHOP vs SWK
+25.8%
+8,408.9%
-84.8%
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% | -1.0% |
| 7D | -5.1% | -0.4% | -4.7% | -4.9% |
| 30D | +0.6% | -5.7% | +6.3% | +3.6% |
| 3M | +25.0% | +24.1% | +1.0% | +11.4% |
| 6M | +11.9% | +24.7% | -12.8% | -2.1% |
| YTD | -9.9% | +33.9% | -43.8% | -24.7% |
| 1Y | 0.0% | +34.7% | -34.7% | -17.0% |
| 3Y | +117.5% | +15.3% | +102.2% | +89.0% |
| 5Y | -6.6% | -39.3% | +32.6% | +7.3% |
| 10Y | +3,320.3% | +2.5% | +3,317.8% | +2,634.5% |
| All | +8,434.7% | +25.8% | +8,408.9% | +6,291.6% |
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 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