+1,253.2%
SMH vs SWK
+580.1%
+673.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.2% |
| 7D | +2.5% | -0.4% | +3.0% | +2.7% |
| 30D | -0.5% | -5.7% | +5.3% | +2.5% |
| 3M | -9.6% | +24.1% | -33.7% | -19.3% |
| 6M | +42.1% | +24.7% | +17.4% | +25.9% |
| YTD | +57.4% | +33.9% | +23.5% | +33.5% |
| 1Y | +96.2% | +34.7% | +61.5% | +64.4% |
| 3Y | +267.9% | +15.3% | +252.7% | +215.0% |
| 5Y | +327.7% | -39.3% | +366.9% | +391.8% |
| 10Y | +1,764.6% | +2.5% | +1,762.2% | +1,387.9% |
| All | +1,253.2% | +580.1% | +673.1% | +165.9% |
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