+958.5%
SLB vs SWK
+1,275.2%
-316.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.8% | -0.4% | +1.3% | +1.0% |
| 30D | +15.8% | -5.7% | +21.5% | +18.6% |
| 3M | -0.3% | +24.1% | -24.4% | -10.1% |
| 6M | +21.3% | +24.7% | -3.4% | +8.4% |
| YTD | +52.3% | +33.9% | +18.4% | +31.5% |
| 1Y | +63.6% | +34.7% | +28.9% | +39.8% |
| 3Y | +3.8% | +15.3% | -11.5% | -9.2% |
| 5Y | +128.6% | -39.3% | +167.9% | +150.3% |
| 10Y | -3.1% | +2.5% | -5.5% | -16.8% |
| All | +958.5% | +1,275.2% | -316.7% | +261.3% |
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