+1,776.0%
SMCI vs SWK
+0.7%
+1,775.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +3.2% |
| 7D | +9.7% | +0.1% | +9.5% | +9.5% |
| 30D | +29.3% | -8.9% | +38.2% | +35.6% |
| 3M | -8.5% | +20.5% | -29.0% | -17.0% |
| 6M | +28.6% | +27.1% | +1.5% | +14.3% |
| YTD | +37.5% | +30.2% | +7.4% | +20.6% |
| 1Y | +0.5% | +24.8% | -24.2% | -10.9% |
| 3Y | +43.4% | +16.3% | +27.2% | +27.5% |
| 5Y | +1,008.2% | -40.1% | +1,048.3% | +1,222.7% |
| 10Y | +1,776.0% | +0.8% | +1,775.3% | +1,567.3% |
| All | +1,776.0% | +0.7% | +1,775.4% | +1,567.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling