+21.3%
SMCI vs SWK
+21.0%
+0.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +3.7% |
| 7D | +6.8% | -0.4% | +7.2% | +7.2% |
| 30D | +30.6% | -5.7% | +36.3% | +37.6% |
| 3M | -15.6% | +24.1% | -39.7% | -33.0% |
| 6M | +21.3% | +24.7% | -3.5% | +9.0% |
| All | +21.3% | +21.0% | +0.2% | +9.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling