+54.4%
SWK vs FIVN
-54.3%
+108.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | -0.6% |
| 7D | +11.3% | -22.4% | +33.7% | +16.6% |
| 30D | +31.5% | -23.8% | +55.2% | +37.9% |
| 3M | +14.4% | -19.5% | +34.0% | +17.9% |
| 6M | +46.4% | +25.6% | +20.9% | +34.8% |
| YTD | +61.6% | +38.4% | +23.2% | +41.7% |
| 1Y | +78.7% | +33.7% | +45.1% | +58.1% |
| 3Y | +54.4% | -56.2% | +110.6% | +71.8% |
| All | +54.4% | -54.3% | +108.7% | +71.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling