+433.2%
SNXX vs SWK
+18.3%
+414.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +3.6% |
| 7D | +26.7% | +0.1% | +26.6% | +26.6% |
| 30D | +90.7% | -8.9% | +99.6% | +113.0% |
| 3M | -30.9% | +20.5% | -51.3% | -43.2% |
| 6M | +409.9% | +27.1% | +382.8% | +263.9% |
| All | +433.2% | +18.3% | +414.9% | +293.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling