+66.6%
SMTC vs SWK
+73.5%
-6.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -4.0% |
| 7D | +30.5% | -2.0% | +32.4% | +31.2% |
| 30D | -30.9% | +24.6% | -55.5% | -36.2% |
| 3M | -14.7% | +10.8% | -25.5% | -17.2% |
| 6M | -9.6% | +46.1% | -55.6% | -22.9% |
| YTD | +62.1% | +56.8% | +5.2% | +26.1% |
| 1Y | +66.6% | +72.7% | -6.1% | +24.8% |
| All | +66.6% | +73.5% | -6.9% | +24.8% |
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