+267.1%
SMH vs SWK
+15.2%
+251.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.3% |
| 7D | +2.5% | -0.4% | +3.0% | +2.7% |
| 30D | -0.5% | -5.7% | +5.3% | +1.8% |
| 3M | -9.6% | +24.1% | -33.7% | -17.1% |
| 6M | +42.1% | +24.7% | +17.4% | +29.6% |
| YTD | +57.4% | +33.9% | +23.5% | +39.0% |
| 1Y | +96.2% | +34.7% | +61.5% | +72.1% |
| All | +267.1% | +15.2% | +251.9% | +208.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling