+12.8%
SNXX vs SWK
+48.9%
-36.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.8% | +8.5% | +8.9% |
| 7D | -37.6% | +10.7% | -48.3% | -42.7% |
| 30D | -73.2% | +33.3% | -106.5% | -80.8% |
| 3M | -59.7% | +14.7% | -74.3% | -65.1% |
| 6M | -85.0% | +48.5% | -133.5% | -90.3% |
| All | +12.8% | +48.9% | -36.1% | -35.5% |
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 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