+2,288.9%
SNDK vs SWK
+46.2%
+2,242.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.1% |
| 7D | -23.7% | +11.3% | -35.0% | -29.6% |
| 30D | -45.6% | +31.5% | -77.1% | -56.2% |
| 3M | -30.5% | +14.4% | -45.0% | -37.9% |
| 6M | -45.0% | +46.4% | -91.4% | -59.2% |
| YTD | +262.3% | +61.6% | +200.7% | +142.9% |
| 1Y | +221.0% | +78.7% | +142.2% | +98.2% |
| All | +2,288.9% | +46.2% | +2,242.6% | +1,743.5% |
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