+3.4%
SWK vs FIVN
+115.6%
-112.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.3% |
| 7D | -0.4% | -2.3% | +1.8% | 0.0% |
| 30D | -5.7% | +12.4% | -18.1% | -8.3% |
| 3M | +24.1% | +36.0% | -11.9% | +15.6% |
| 6M | +24.7% | +86.0% | -61.3% | +7.1% |
| YTD | +33.9% | +65.9% | -32.0% | +17.0% |
| 1Y | +34.7% | +26.5% | +8.2% | +24.0% |
| 3Y | +15.3% | -54.2% | +69.5% | +23.9% |
| 5Y | -39.3% | -80.5% | +41.2% | -28.9% |
| All | +3.4% | +115.6% | -112.2% | -16.2% |
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