+11.5%
SPMO vs SWK
+87.6%
-76.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +13.1% | -14.0% | -3.5% |
| 7D | -8.9% | +17.9% | -26.8% | -12.3% |
| 30D | -13.8% | +31.9% | -45.7% | -19.5% |
| 3M | -12.5% | +16.6% | -29.1% | -15.6% |
| 6M | -1.5% | +61.1% | -62.6% | -12.7% |
| YTD | +11.3% | +64.2% | -52.9% | -2.9% |
| 1Y | +11.5% | +85.2% | -73.8% | -4.7% |
| All | +11.5% | +87.6% | -76.2% | -4.7% |
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