+11.2%
SNPS vs SWK
+87.6%
-76.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -1.9% |
| 7D | -3.9% | +17.9% | -21.8% | -6.4% |
| 30D | -5.2% | +31.9% | -37.2% | -9.6% |
| 3M | +14.6% | +16.6% | -1.9% | +11.9% |
| 6M | -6.9% | +61.1% | -68.1% | -14.9% |
| YTD | -1.4% | +64.2% | -65.7% | -11.9% |
| 1Y | +11.2% | +85.2% | -74.0% | -2.6% |
| All | +11.2% | +87.6% | -76.4% | -2.6% |
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 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