+573.2%
SPMO vs SWK
+27.5%
+545.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +2.0% | -0.4% | +2.5% | +2.1% |
| 30D | -0.4% | -5.7% | +5.4% | +1.3% |
| 3M | -1.9% | +24.1% | -26.0% | -8.2% |
| 6M | +25.0% | +24.7% | +0.3% | +16.4% |
| YTD | +26.0% | +33.9% | -7.9% | +14.4% |
| 1Y | +28.7% | +34.7% | -6.0% | +16.0% |
| 3Y | +160.9% | +15.3% | +145.6% | +136.7% |
| 5Y | +147.9% | -39.3% | +187.2% | +170.7% |
| 10Y | +518.9% | +2.5% | +516.5% | +441.5% |
| All | +573.2% | +27.5% | +545.7% | +472.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling