+2,362.5%
SNDK vs SWK
+48.3%
+2,314.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.3% | +4.3% |
| 7D | -17.5% | +10.7% | -28.2% | -23.7% |
| 30D | -44.0% | +33.3% | -77.3% | -55.3% |
| 3M | -26.9% | +14.7% | -41.5% | -34.7% |
| 6M | -43.3% | +48.5% | -91.8% | -58.4% |
| YTD | +273.5% | +63.9% | +209.6% | +148.0% |
| 1Y | +270.2% | +80.4% | +189.8% | +127.3% |
| All | +2,362.5% | +48.3% | +2,314.2% | +1,782.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling