+81.3%
SWK vs DGX
+48.2%
+33.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.2% |
| 7D | +10.7% | +3.5% | +7.1% | +9.2% |
| 30D | +33.3% | +12.4% | +20.9% | +28.4% |
| 3M | +14.7% | +9.3% | +5.3% | +11.1% |
| 6M | +48.5% | +39.7% | +8.9% | +31.1% |
| YTD | +63.9% | +52.2% | +11.7% | +39.2% |
| All | +81.3% | +48.2% | +33.1% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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