+691.2%
SNPS vs SWK
+32.9%
+658.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.8% | +2.7% |
| 7D | +0.2% | +10.7% | -10.5% | -3.5% |
| 30D | -8.4% | +33.3% | -41.8% | -17.4% |
| 3M | +12.3% | +14.7% | -2.4% | +6.5% |
| 6M | -9.6% | +48.5% | -58.1% | -22.1% |
| YTD | -0.6% | +63.9% | -64.5% | -18.2% |
| 1Y | +18.7% | +80.4% | -61.7% | -5.8% |
| 3Y | -7.6% | +58.1% | -65.7% | -26.8% |
| 5Y | +34.1% | -24.5% | +58.6% | +36.4% |
| 10Y | +691.2% | +29.5% | +661.7% | +519.1% |
| All | +691.2% | +32.9% | +658.3% | +519.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling