+2,364.9%
SNDK vs SWK
+25.7%
+2,339.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +1.9% |
| 7D | +13.1% | +0.1% | +13.0% | +13.0% |
| 30D | +43.4% | -8.9% | +52.3% | +52.7% |
| 3M | +5.8% | +20.5% | -14.7% | -6.9% |
| 6M | +229.6% | +27.1% | +202.5% | +178.1% |
| YTD | +632.2% | +30.2% | +602.0% | +480.5% |
| All | +2,364.9% | +25.7% | +2,339.2% | +2,133.2% |
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