+5,491.2%
SNPS vs SWK
+1,195.4%
+4,295.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -4.0% |
| 7D | -10.2% | +11.3% | -21.4% | -13.7% |
| 30D | -12.8% | +28.1% | -40.9% | -20.4% |
| 3M | +9.9% | +12.6% | -2.7% | +4.7% |
| 6M | -12.4% | +51.7% | -64.1% | -25.2% |
| YTD | -6.3% | +60.0% | -66.2% | -22.2% |
| 1Y | +7.6% | +72.7% | -65.0% | -13.2% |
| 3Y | -9.8% | +46.3% | -56.1% | -26.1% |
| 5Y | +29.2% | -24.6% | +53.8% | +29.6% |
| 10Y | +663.8% | +32.2% | +631.5% | +487.1% |
| All | +5,491.2% | +1,195.4% | +4,295.9% | +1,782.9% |
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