-40.1%
SWK vs FIVN
-81.8%
+41.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.3% | -1.5% |
| 7D | +0.1% | -8.2% | +8.4% | +1.9% |
| 30D | -8.9% | -8.1% | -0.8% | -7.6% |
| 3M | +20.5% | +34.9% | -14.4% | +11.5% |
| 6M | +27.1% | +72.6% | -45.5% | +8.7% |
| YTD | +30.2% | +55.8% | -25.6% | +13.3% |
| 1Y | +24.8% | +17.1% | +7.6% | +16.0% |
| 3Y | +16.3% | -54.3% | +70.6% | +26.8% |
| 5Y | -40.1% | -81.6% | +41.4% | -31.3% |
| All | -40.1% | -81.8% | +41.7% | -31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling