-2.7%
SMCI vs SWK
+37.3%
-40.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +4.0% |
| 7D | +6.8% | -0.4% | +7.2% | +7.1% |
| 30D | +30.6% | -5.7% | +36.3% | +35.5% |
| 3M | -15.6% | +24.1% | -39.7% | -26.7% |
| 6M | +21.3% | +24.7% | -3.5% | +3.1% |
| YTD | +35.3% | +33.9% | +1.3% | +14.3% |
| 1Y | -2.7% | +34.7% | -37.4% | -18.4% |
| All | -2.7% | +37.3% | -40.1% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling