+3,365.1%
SIMO vs SWK
+269.4%
+3,095.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.9% | +7.8% | +8.3% |
| 7D | +4.2% | -0.4% | +4.7% | +4.5% |
| 30D | +4.1% | -5.7% | +9.8% | +7.0% |
| 3M | -12.9% | +24.1% | -36.9% | -21.9% |
| 6M | +110.3% | +24.7% | +85.6% | +85.7% |
| YTD | +178.6% | +33.9% | +144.6% | +134.9% |
| 1Y | +220.0% | +34.7% | +185.3% | +167.9% |
| 3Y | +409.0% | +15.3% | +393.8% | +333.6% |
| 5Y | +277.3% | -39.3% | +316.6% | +323.2% |
| 10Y | +506.6% | +2.5% | +504.1% | +330.1% |
| All | +3,365.1% | +269.4% | +3,095.7% | +797.1% |
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