+66.7%
SNXX vs SWK
+49.2%
+17.5%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +13.1% | -28.9% | -25.5% |
| 7D | -47.8% | +17.9% | -65.7% | -56.5% |
| 30D | -66.0% | +31.9% | -98.0% | -75.8% |
| 3M | -57.5% | +16.6% | -74.0% | -64.6% |
| 6M | -66.7% | +61.1% | -127.9% | -80.0% |
| All | +66.7% | +49.2% | +17.5% | -6.5% |
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