+32.6%
SMH vs SWK
+71.2%
-38.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | -11.2% | +11.0% | -22.2% | -14.4% |
| 30D | -25.8% | +30.1% | -55.8% | -33.1% |
| 3M | -18.8% | +14.7% | -33.5% | -22.9% |
| 6M | -15.6% | +44.5% | -60.1% | -27.4% |
| YTD | +28.8% | +59.4% | -30.5% | +4.3% |
| 1Y | +32.6% | +77.5% | -45.0% | +4.7% |
| All | +32.6% | +71.2% | -38.6% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling