+21,359.2%
SHW vs SWK
+1,542.3%
+19,816.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.0% |
| 7D | +5.7% | +11.3% | -5.5% | +1.3% |
| 30D | +8.7% | +28.1% | -19.4% | -1.4% |
| 3M | -5.4% | +12.6% | -18.0% | -9.8% |
| 6M | +12.2% | +51.7% | -39.5% | -4.9% |
| YTD | +8.5% | +60.0% | -51.5% | -10.6% |
| 1Y | +4.9% | +72.7% | -67.7% | -16.2% |
| 3Y | +42.8% | +46.3% | -3.5% | +16.4% |
| 5Y | +14.5% | -24.6% | +39.1% | +17.0% |
| 10Y | +373.0% | +32.2% | +340.7% | +262.7% |
| All | +21,359.2% | +1,542.3% | +19,816.9% | +5,312.3% |
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