+24.8%
SWK vs FRSH
-6.3%
+31.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.9% | +2.1% | -2.6% |
| 7D | +0.1% | -10.1% | +10.2% | +0.6% |
| 30D | -8.9% | +2.2% | -11.1% | -9.1% |
| 3M | +20.5% | +28.6% | -8.1% | +18.9% |
| 6M | +27.1% | +40.2% | -13.1% | +24.7% |
| YTD | +30.2% | -1.2% | +31.4% | +35.4% |
| 1Y | +24.8% | -7.9% | +32.7% | +29.2% |
| All | +24.8% | -6.3% | +31.1% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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