+22.4%
SWK vs INDA
+104.9%
-82.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.9% |
| 7D | +11.3% | +6.2% | +5.1% | +6.2% |
| 30D | +31.5% | +12.4% | +19.1% | +19.9% |
| 3M | +14.4% | +3.2% | +11.3% | +11.8% |
| 6M | +46.4% | +3.8% | +42.7% | +42.7% |
| YTD | +61.6% | -4.3% | +65.9% | +67.9% |
| 1Y | +78.7% | -4.5% | +83.2% | +85.7% |
| 3Y | +54.4% | +17.1% | +37.3% | +36.1% |
| 5Y | -25.3% | +11.0% | -36.3% | -31.3% |
| 10Y | +22.4% | +107.5% | -85.1% | -28.0% |
| All | +22.4% | +104.9% | -82.5% | -28.0% |
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