+20.2%
SOLS vs SWK
+75.5%
-55.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.7% | +5.5% |
| 7D | -4.2% | +11.0% | -15.2% | -7.9% |
| 30D | -3.9% | +30.1% | -34.0% | -13.9% |
| 3M | -6.6% | +14.7% | -21.3% | -11.7% |
| 6M | -29.1% | +44.5% | -73.6% | -40.2% |
| YTD | +19.8% | +59.4% | -39.6% | -10.7% |
| 1Y | +29.2% | +77.5% | -48.3% | -11.6% |
| All | +20.2% | +75.5% | -55.3% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling