+351.4%
SMTC vs SWK
+32.9%
+318.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.8% | +10.0% | +11.2% |
| 7D | -4.8% | +10.7% | -15.5% | -11.5% |
| 30D | -37.8% | +33.3% | -71.2% | -48.6% |
| 3M | -16.5% | +14.7% | -31.1% | -24.7% |
| 6M | -4.4% | +48.5% | -52.9% | -26.6% |
| YTD | +58.0% | +63.9% | -5.9% | +12.6% |
| 1Y | +62.0% | +80.4% | -18.4% | +8.8% |
| 3Y | +745.7% | +58.1% | +687.6% | +495.2% |
| 5Y | +29.0% | -24.5% | +53.5% | +35.2% |
| 10Y | +351.4% | +29.5% | +321.9% | +231.9% |
| All | +351.4% | +32.9% | +318.5% | +231.9% |
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 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