+85.2%
SWK vs FND
-10.3%
+95.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +10.9% | +2.2% | +7.4% |
| 7D | +17.9% | +12.3% | +5.6% | +11.1% |
| 30D | +31.9% | +14.7% | +17.2% | +22.9% |
| 3M | +16.6% | -12.0% | +28.6% | +23.2% |
| 6M | +61.1% | +10.8% | +50.4% | +50.3% |
| YTD | +64.2% | -12.3% | +76.5% | +69.5% |
| 1Y | +85.2% | -13.4% | +98.6% | +91.7% |
| All | +85.2% | -10.3% | +95.5% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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