+22.2%
SWK vs FIVN
+86.2%
-64.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.8% |
| 7D | -1.4% | -2.8% | +1.5% | -0.9% |
| 30D | +25.5% | -17.4% | +42.9% | +29.3% |
| 3M | +11.8% | -19.2% | +31.0% | +15.0% |
| 6M | +48.7% | +29.4% | +19.3% | +37.7% |
| YTD | +57.2% | +36.3% | +20.9% | +40.9% |
| 1Y | +75.3% | +33.5% | +41.8% | +57.6% |
| 3Y | +51.9% | -56.8% | +108.8% | +64.0% |
| 5Y | -30.7% | -83.0% | +52.3% | -17.2% |
| All | +22.2% | +86.2% | -64.1% | +1.5% |
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