+3.3%
SWK vs DAR
+352.7%
-349.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.2% |
| 7D | -0.4% | +1.4% | -1.8% | -1.1% |
| 30D | -5.7% | +12.8% | -18.5% | -10.7% |
| 3M | +24.1% | +7.4% | +16.7% | +19.1% |
| 6M | +24.7% | +22.3% | +2.4% | +12.7% |
| YTD | +33.9% | +81.1% | -47.1% | +2.6% |
| 1Y | +34.7% | +106.5% | -71.8% | -3.2% |
| 3Y | +15.3% | +5.3% | +10.0% | +4.8% |
| 5Y | -39.3% | -11.5% | -27.7% | -44.2% |
| All | +3.3% | +352.7% | -349.4% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling