+448.0%
SNXX vs SWK
+15.6%
+432.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.3% | +5.0% | +5.6% |
| 7D | +27.3% | -4.6% | +31.9% | +34.9% |
| 30D | +89.3% | -9.9% | +99.2% | +113.9% |
| 3M | -29.6% | +15.4% | -45.0% | -39.4% |
| 6M | +324.4% | +25.0% | +299.5% | +212.1% |
| All | +448.0% | +15.6% | +432.4% | +315.5% |
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