+1,487.3%
SMH vs SWK
+26.9%
+1,460.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.1% |
| 7D | -6.7% | +11.3% | -18.0% | -11.7% |
| 30D | -19.8% | +31.5% | -51.3% | -30.1% |
| 3M | -15.1% | +14.4% | -29.5% | -21.1% |
| 6M | -14.6% | +46.4% | -61.1% | -29.5% |
| YTD | +34.3% | +61.6% | -27.3% | +4.7% |
| 1Y | +35.2% | +78.7% | -43.5% | +0.2% |
| 3Y | +211.7% | +54.4% | +157.3% | +133.3% |
| 5Y | +240.5% | -25.3% | +265.8% | +253.2% |
| 10Y | +1,487.3% | +22.4% | +1,465.0% | +1,112.6% |
| All | +1,487.3% | +26.9% | +1,460.5% | +1,112.6% |
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