+2,368.7%
SIMO vs SWK
+352.8%
+2,015.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +13.1% | -22.7% | -15.8% |
| 7D | -16.9% | +17.9% | -34.8% | -24.3% |
| 30D | -35.4% | +31.9% | -67.3% | -44.6% |
| 3M | -31.9% | +16.6% | -48.4% | -38.1% |
| 6M | -19.3% | +61.1% | -80.4% | -37.5% |
| YTD | +98.5% | +64.2% | +34.3% | +48.7% |
| 1Y | +100.5% | +85.2% | +15.3% | +41.1% |
| 3Y | +254.1% | +50.2% | +203.9% | +160.6% |
| 5Y | +187.4% | -22.8% | +210.2% | +181.8% |
| 10Y | +447.7% | +35.8% | +412.0% | +227.8% |
| All | +2,368.7% | +352.8% | +2,015.9% | +467.7% |
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