+86.2%
SU vs SWK
+87.6%
-1.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +13.1% | -17.6% | -1.8% |
| 7D | -7.1% | +17.9% | -25.0% | -3.6% |
| 30D | +4.8% | +31.9% | -27.2% | +10.9% |
| 3M | +12.5% | +16.6% | -4.1% | +16.6% |
| 6M | +6.5% | +61.1% | -54.7% | +15.8% |
| YTD | +65.8% | +64.2% | +1.6% | +79.4% |
| 1Y | +86.2% | +85.2% | +0.9% | +101.6% |
| All | +86.2% | +87.6% | -1.5% | +101.6% |
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