+17.5%
SWK vs ARWR
+211.2%
-193.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.4% | +1.7% | -2.1% | -0.8% |
| 30D | -5.7% | -0.7% | -5.1% | -5.6% |
| 3M | +24.1% | +14.9% | +9.2% | +20.1% |
| 6M | +24.7% | +32.6% | -7.9% | +16.7% |
| YTD | +33.9% | +30.0% | +3.9% | +25.3% |
| 1Y | +34.7% | +208.4% | -173.7% | +4.8% |
| All | +17.5% | +211.2% | -193.7% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling