+34.8%
SOLS vs SWK
+77.9%
-43.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.6% |
| 7D | +5.3% | +11.3% | -6.0% | +1.5% |
| 30D | +6.0% | +31.5% | -25.5% | -5.3% |
| 3M | +7.9% | +14.4% | -6.5% | +2.4% |
| 6M | -16.7% | +46.4% | -63.2% | -30.0% |
| YTD | +34.3% | +61.6% | -27.3% | -0.3% |
| 1Y | +38.2% | +78.7% | -40.5% | -4.9% |
| All | +34.8% | +77.9% | -43.2% | -4.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling