-19.2%
SNDU vs SWK
+58.9%
-78.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.2% | -6.1% | -5.9% |
| 7D | +30.7% | -2.0% | +32.7% | +34.0% |
| 30D | -67.1% | +24.6% | -91.7% | -76.7% |
| 3M | -65.1% | +10.8% | -75.9% | -70.2% |
| 6M | -82.0% | +46.1% | -128.0% | -90.0% |
| All | -19.2% | +58.9% | -78.1% | -61.5% |
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 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