+0.8%
SWK vs DTE
+138.6%
-137.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.4% |
| 7D | +0.1% | +0.9% | -0.8% | -0.5% |
| 30D | -8.9% | -1.9% | -7.1% | -7.9% |
| 3M | +20.5% | -3.3% | +23.8% | +22.9% |
| 6M | +27.1% | -7.1% | +34.2% | +32.6% |
| YTD | +30.2% | +8.1% | +22.1% | +22.5% |
| 1Y | +24.8% | +5.3% | +19.5% | +19.3% |
| 3Y | +16.3% | +48.2% | -31.9% | -13.2% |
| 5Y | -40.1% | +33.2% | -73.3% | -52.9% |
| 10Y | +0.8% | +137.5% | -136.7% | -43.4% |
| All | +0.8% | +138.6% | -137.8% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DTE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling