-81.7%
SNXX vs SWK
+45.2%
-126.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.1% | -0.7% | +27.8% | +27.7% |
| 7D | -19.2% | -2.3% | -17.0% | -16.2% |
| 30D | -63.6% | +30.4% | -94.0% | -74.9% |
| 3M | -55.9% | +12.1% | -68.0% | -60.6% |
| 6M | -81.7% | +49.1% | -130.8% | -90.5% |
| All | -81.7% | +45.2% | -126.9% | -90.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling