+32.1%
SOLS vs SWK
+47.5%
-15.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +3.0% | +3.5% |
| 7D | +0.3% | -0.4% | +0.8% | +0.5% |
| 30D | +2.1% | -5.7% | +7.8% | +4.7% |
| 3M | -24.1% | +24.1% | -48.2% | -31.9% |
| 6M | -15.0% | +24.7% | -39.7% | -25.3% |
| YTD | +31.6% | +33.9% | -2.3% | +5.4% |
| All | +32.1% | +47.5% | -15.4% | +0.5% |
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 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