-89.4%
SNDQ vs SWK
+57.5%
-146.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +2.8% | -15.0% | -9.4% |
| 7D | +23.4% | +10.7% | +12.7% | +32.0% |
| 30D | +128.3% | +33.3% | +95.0% | +219.3% |
| 3M | -2.6% | +14.7% | -17.3% | +5.6% |
| 6M | -62.1% | +48.5% | -110.7% | -22.1% |
| All | -89.4% | +57.5% | -146.9% | -75.6% |
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