+1,240.6%
SWK vs EXPD
+30,859.1%
-29,618.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | -0.4% | -1.1% | +0.7% | -0.1% |
| 30D | -5.7% | +4.1% | -9.8% | -7.0% |
| 3M | +24.1% | +17.9% | +6.2% | +17.6% |
| 6M | +24.7% | +29.2% | -4.5% | +14.6% |
| YTD | +33.9% | +27.4% | +6.6% | +23.0% |
| 1Y | +34.7% | +56.8% | -22.2% | +15.7% |
| 3Y | +15.3% | +68.0% | -52.8% | -2.3% |
| 5Y | -39.3% | +61.9% | -101.1% | -48.0% |
| 10Y | +2.5% | +316.0% | -313.5% | -30.7% |
| All | +1,240.6% | +30,859.1% | -29,618.5% | +485.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 all: compounded portfolio wealth divided by compounded EXPD 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…
all analysis · Full analysis span regression · 6 months rolling