+8,355.9%
SHOP vs SWK
+50.3%
+8,305.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.6% | -3.5% | -4.7% |
| 7D | -13.9% | +11.3% | -25.1% | -18.4% |
| 30D | -12.6% | +28.1% | -40.7% | -23.1% |
| 3M | -0.3% | +12.6% | -12.9% | -6.5% |
| 6M | +33.6% | +51.7% | -18.2% | +6.8% |
| YTD | -10.7% | +60.0% | -70.7% | -32.0% |
| 1Y | -11.8% | +72.7% | -84.4% | -35.6% |
| 3Y | +133.9% | +46.3% | +87.5% | +79.1% |
| 5Y | -5.9% | -24.6% | +18.7% | -2.8% |
| 10Y | +3,571.8% | +32.2% | +3,539.5% | +2,462.2% |
| All | +8,355.9% | +50.3% | +8,305.6% | +5,669.7% |
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