+20.8%
SWK vs FIVN
+104.7%
-83.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.9% |
| 7D | -2.3% | -22.8% | +20.5% | +2.1% |
| 30D | +30.4% | -21.3% | +51.7% | +35.6% |
| 3M | +12.1% | -14.0% | +26.1% | +13.9% |
| 6M | +49.1% | +31.1% | +18.0% | +37.7% |
| YTD | +60.4% | +40.0% | +20.4% | +43.1% |
| 1Y | +78.3% | +38.1% | +40.2% | +59.3% |
| 3Y | +53.3% | -55.7% | +109.0% | +64.7% |
| 5Y | -27.0% | -82.5% | +55.6% | -13.1% |
| 10Y | +20.8% | +92.4% | -71.6% | -0.5% |
| All | +20.8% | +104.7% | -83.9% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling