+28.7%
SWK vs FIVN
+102.4%
-73.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -17.6% | +17.3% | +2.9% |
| 7D | +11.0% | -22.6% | +33.7% | +16.0% |
| 30D | +30.1% | -16.8% | +46.8% | +33.7% |
| 3M | +14.7% | -0.9% | +15.5% | +13.0% |
| 6M | +44.5% | +28.4% | +16.1% | +34.1% |
| YTD | +59.4% | +40.2% | +19.1% | +42.2% |
| 1Y | +77.5% | +30.5% | +47.0% | +60.4% |
| 3Y | +49.5% | -56.2% | +105.7% | +60.9% |
| 5Y | -24.9% | -81.0% | +56.1% | -12.0% |
| All | +28.7% | +102.4% | -73.7% | +7.4% |
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