+3,183.1%
SMCI vs SWK
+246.7%
+2,936.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.4% |
| 7D | -12.7% | +11.0% | -23.7% | -18.8% |
| 30D | -36.0% | +30.1% | -66.1% | -45.9% |
| 3M | -2.1% | +14.7% | -16.8% | -11.1% |
| 6M | -17.0% | +44.5% | -61.5% | -33.7% |
| YTD | -1.7% | +59.4% | -61.1% | -25.7% |
| 1Y | -28.7% | +77.5% | -106.2% | -49.5% |
| 3Y | +13.9% | +49.5% | -35.6% | -15.1% |
| 5Y | +517.4% | -24.9% | +542.3% | +553.0% |
| 10Y | +1,204.3% | +31.8% | +1,172.5% | +777.8% |
| All | +3,183.1% | +246.7% | +2,936.4% | +848.4% |
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 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