+75.3%
SWK vs EXEL
+60.1%
+15.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -1.4% | -0.8% | -0.6% | -1.1% |
| 30D | +25.5% | +13.1% | +12.3% | +21.7% |
| 3M | +11.8% | +36.3% | -24.6% | +3.3% |
| 6M | +48.7% | +34.5% | +14.2% | +37.8% |
| YTD | +57.2% | +57.4% | -0.2% | +38.1% |
| 1Y | +75.3% | +62.9% | +12.3% | +53.5% |
| All | +75.3% | +60.1% | +15.1% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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