+743.1%
SW vs SWK
+301.1%
+442.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +13.1% | -9.0% | +1.5% |
| 7D | +12.1% | +17.9% | -5.8% | +8.4% |
| 30D | +6.6% | +31.9% | -25.4% | +0.7% |
| 3M | -6.0% | +16.6% | -22.6% | -8.9% |
| 6M | +21.5% | +61.1% | -39.7% | +11.0% |
| YTD | +20.3% | +64.2% | -43.9% | +9.6% |
| 1Y | +28.1% | +85.2% | -57.1% | +14.4% |
| 3Y | +51.6% | +50.2% | +1.4% | +38.4% |
| 5Y | -0.1% | -22.8% | +22.7% | -3.4% |
| 10Y | +189.7% | +35.8% | +154.0% | +159.5% |
| All | +743.1% | +301.1% | +442.0% | +687.1% |
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