+81.3%
SWK vs INDA
-4.7%
+86.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +1.7% |
| 7D | +10.7% | +6.1% | +4.6% | +4.0% |
| 30D | +33.3% | +11.7% | +21.7% | +19.1% |
| 3M | +14.7% | +2.1% | +12.6% | +12.2% |
| 6M | +48.5% | +3.2% | +45.4% | +43.6% |
| YTD | +63.9% | -4.9% | +68.8% | +58.8% |
| All | +81.3% | -4.7% | +86.0% | +74.5% |
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