+13.7%
SWK vs CGNX
+44.3%
-30.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -4.6% | +3.2% | -7.8% | -5.6% |
| 30D | -9.9% | -3.7% | -6.2% | -9.0% |
| 3M | +15.4% | +1.0% | +14.4% | +14.1% |
| 6M | +25.0% | +22.1% | +2.9% | +15.0% |
| YTD | +27.2% | +72.7% | -45.5% | -1.0% |
| 1Y | +24.6% | +40.4% | -15.8% | +5.2% |
| All | +13.7% | +44.3% | -30.6% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling