+85.2%
SWK vs CGNX
+31.4%
+53.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -8.7% | +21.8% | +14.4% |
| 7D | +17.9% | -9.2% | +27.1% | +19.3% |
| 30D | +31.9% | -17.6% | +49.5% | +35.8% |
| 3M | +16.6% | -25.7% | +42.3% | +22.4% |
| 6M | +61.1% | -5.5% | +66.6% | +60.9% |
| YTD | +64.2% | +48.1% | +16.1% | +45.8% |
| 1Y | +85.2% | +33.5% | +51.7% | +79.3% |
| All | +85.2% | +31.4% | +53.8% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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