+4,419.4%
SMCI vs SWK
+191.3%
+4,228.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +4.0% |
| 7D | +6.8% | -0.4% | +7.2% | +7.0% |
| 30D | +30.6% | -5.7% | +36.3% | +35.0% |
| 3M | -15.6% | +24.1% | -39.7% | -25.3% |
| 6M | +21.3% | +24.7% | -3.5% | +7.6% |
| YTD | +35.3% | +33.9% | +1.3% | +15.0% |
| 1Y | -2.7% | +34.7% | -37.4% | -18.8% |
| 3Y | +40.3% | +15.3% | +25.0% | +23.2% |
| 5Y | +941.8% | -39.3% | +981.1% | +1,163.3% |
| 10Y | +1,687.4% | +2.5% | +1,684.9% | +1,319.3% |
| All | +4,419.4% | +191.3% | +4,228.1% | +1,367.3% |
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