+85.2%
SWK vs ARWR
+59.7%
+25.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.6% | +9.5% | +12.5% |
| 7D | +17.9% | +2.4% | +15.5% | +17.5% |
| 30D | +31.9% | -1.1% | +33.1% | +32.1% |
| 3M | +16.6% | -31.2% | +47.7% | +23.7% |
| 6M | +61.1% | -19.3% | +80.4% | +65.3% |
| YTD | +64.2% | -7.1% | +71.3% | +61.8% |
| 1Y | +85.2% | +62.9% | +22.3% | +64.5% |
| All | +85.2% | +59.7% | +25.5% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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