+24.3%
SNXX vs SWK
+42.5%
-18.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.2% | -5.4% | -5.7% |
| 7D | +31.1% | -2.0% | +33.0% | +33.6% |
| 30D | -66.1% | +24.6% | -90.6% | -73.9% |
| 3M | -63.4% | +10.8% | -74.2% | -67.5% |
| 6M | -80.6% | +46.1% | -126.7% | -87.3% |
| All | +24.3% | +42.5% | -18.2% | -26.2% |
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