+505.5%
SPMO vs SWK
+49.3%
+456.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.3% | +0.7% |
| 7D | +9.8% | -2.0% | +11.7% | +10.4% |
| 30D | -9.2% | +24.6% | -33.8% | -15.2% |
| 3M | -11.0% | +10.8% | -21.7% | -14.1% |
| 6M | -6.6% | +46.1% | -52.7% | -17.1% |
| YTD | +13.3% | +56.8% | -43.5% | -2.3% |
| 1Y | +12.7% | +72.7% | -60.1% | -5.8% |
| 3Y | +127.5% | +49.9% | +77.6% | +90.1% |
| 5Y | +117.4% | -30.9% | +148.2% | +128.1% |
| 10Y | +469.5% | +18.1% | +451.4% | +374.0% |
| All | +505.5% | +49.3% | +456.2% | +388.9% |
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