+34.6%
SNXX vs SWK
+45.8%
-11.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.1% | -0.7% | +27.8% | +27.7% |
| 7D | -19.2% | -2.3% | -17.0% | -16.3% |
| 30D | -63.6% | +30.4% | -94.0% | -73.4% |
| 3M | -55.9% | +12.1% | -68.0% | -61.1% |
| 6M | -81.7% | +49.1% | -130.8% | -88.2% |
| All | +34.6% | +45.8% | -11.2% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling