+17.5%
SWK vs INDA
+13.1%
+4.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.4% | +0.7% | -1.2% | -1.1% |
| 30D | -5.7% | -0.8% | -4.9% | -5.0% |
| 3M | +24.1% | +3.9% | +20.1% | +20.2% |
| 6M | +24.7% | -0.7% | +25.4% | +25.3% |
| YTD | +33.9% | -7.7% | +41.6% | +43.0% |
| 1Y | +34.7% | -5.1% | +39.8% | +39.8% |
| All | +17.5% | +13.1% | +4.4% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling