+1,007.3%
SMH vs SWK
+709.2%
+298.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.8% |
| 7D | -11.2% | +11.0% | -22.2% | -16.4% |
| 30D | -25.8% | +30.1% | -55.8% | -35.8% |
| 3M | -18.8% | +14.7% | -33.5% | -25.2% |
| 6M | -15.6% | +44.5% | -60.1% | -31.1% |
| YTD | +28.8% | +59.4% | -30.5% | -1.2% |
| 1Y | +32.6% | +77.5% | -45.0% | -4.2% |
| 3Y | +213.6% | +49.5% | +164.2% | +132.9% |
| 5Y | +222.4% | -24.9% | +247.3% | +229.5% |
| 10Y | +1,429.6% | +31.8% | +1,397.9% | +958.6% |
| All | +1,007.3% | +709.2% | +298.1% | +96.7% |
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 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