+22.2%
SWK vs INDA
+115.4%
-93.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | -1.4% | +1.1% | -2.5% | -2.2% |
| 30D | +25.5% | +9.4% | +16.1% | +16.9% |
| 3M | +11.8% | +2.9% | +8.8% | +9.3% |
| 6M | +48.7% | +7.2% | +41.5% | +41.2% |
| YTD | +57.2% | -4.8% | +62.0% | +64.1% |
| 1Y | +75.3% | -5.1% | +80.3% | +83.1% |
| 3Y | +51.9% | +16.7% | +35.3% | +34.2% |
| 5Y | -30.7% | +8.8% | -39.5% | -35.4% |
| All | +22.2% | +115.4% | -93.3% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling