+62,999.7%
SMTC vs SWK
+1,275.2%
+61,724.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.9% | +8.3% | +8.8% |
| 7D | +12.7% | -0.4% | +13.2% | +13.0% |
| 30D | +22.0% | -5.7% | +27.7% | +25.5% |
| 3M | -12.7% | +24.1% | -36.7% | -21.9% |
| 6M | +64.8% | +24.7% | +40.1% | +46.4% |
| YTD | +100.7% | +33.9% | +66.7% | +70.6% |
| 1Y | +146.9% | +34.7% | +112.2% | +108.4% |
| 3Y | +456.8% | +15.3% | +441.5% | +401.2% |
| 5Y | +89.2% | -39.3% | +128.5% | +124.0% |
| 10Y | +426.9% | +2.5% | +424.4% | +372.8% |
| All | +62,999.7% | +1,275.2% | +61,724.6% | +18,034.3% |
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 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