+61.1%
SWK vs DAR
-18.4%
+79.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.5% | +15.6% | +12.5% |
| 7D | +17.9% | -5.7% | +23.6% | +16.4% |
| 30D | +31.9% | -16.6% | +48.5% | +27.2% |
| 3M | +16.6% | -13.1% | +29.6% | +14.4% |
| 6M | +61.1% | -18.8% | +79.9% | +57.7% |
| All | +61.1% | -18.4% | +79.5% | +57.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling