+78.7%
SWK vs INDA
-4.2%
+82.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -2.1% |
| 7D | +11.3% | +6.2% | +5.1% | +4.5% |
| 30D | +31.5% | +12.4% | +19.1% | +16.7% |
| 3M | +14.4% | +3.2% | +11.3% | +10.7% |
| 6M | +46.4% | +3.8% | +42.7% | +40.7% |
| YTD | +61.6% | -4.3% | +65.9% | +55.6% |
| 1Y | +78.7% | -4.5% | +83.2% | +70.9% |
| All | +78.7% | -4.2% | +82.9% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling