+75.3%
SWK vs FIVN
+29.8%
+45.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.5% |
| 7D | -1.4% | -2.8% | +1.5% | -1.2% |
| 30D | +25.5% | -17.4% | +42.9% | +27.0% |
| 3M | +11.8% | -19.2% | +31.0% | +13.2% |
| 6M | +48.7% | +29.4% | +19.3% | +45.6% |
| YTD | +57.2% | +36.3% | +20.9% | +55.4% |
| 1Y | +75.3% | +33.5% | +41.8% | +74.3% |
| All | +75.3% | +29.8% | +45.4% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling