+39.2%
SOLS vs SWK
+76.7%
-37.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +4.0% | +3.5% |
| 7D | +16.4% | -2.3% | +18.7% | +17.3% |
| 30D | +10.6% | +30.4% | -19.8% | -0.9% |
| 3M | +10.0% | +12.1% | -2.1% | +5.2% |
| 6M | -21.2% | +49.1% | -70.3% | -34.4% |
| YTD | +38.7% | +60.4% | -21.8% | +3.2% |
| 1Y | +46.1% | +78.3% | -32.3% | 0.0% |
| All | +39.2% | +76.7% | -37.5% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling