-23.7%
SOLS vs SWK
+45.9%
-69.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.3% | -0.6% |
| 7D | +20.8% | -2.0% | +22.8% | +21.2% |
| 30D | +9.2% | +24.6% | -15.4% | +1.8% |
| 3M | +7.1% | +10.8% | -3.7% | +4.9% |
| 6M | -23.7% | +46.1% | -69.7% | -36.8% |
| All | -23.7% | +45.9% | -69.5% | -36.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling