+97.9%
SWK vs FIVN
+329.4%
-231.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.1% | +3.5% | -1.6% |
| 7D | +11.3% | -8.7% | +20.0% | +12.9% |
| 30D | +28.1% | +2.6% | +25.5% | +27.3% |
| 3M | +12.6% | +15.3% | -2.7% | +8.8% |
| 6M | +51.7% | +40.7% | +11.0% | +40.5% |
| YTD | +60.0% | +70.3% | -10.3% | +41.0% |
| 1Y | +72.7% | +50.0% | +22.7% | +55.3% |
| 3Y | +46.3% | -46.1% | +92.4% | +50.9% |
| 5Y | -24.6% | -76.9% | +52.3% | -16.4% |
| 10Y | +32.2% | +149.2% | -116.9% | +10.9% |
| All | +97.9% | +329.4% | -231.5% | +61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling