+30.2%
SWK vs INFQ
-37.6%
+67.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +19.5% | -19.9% | -1.4% |
| 7D | +11.0% | +0.1% | +10.9% | +10.9% |
| 30D | +30.1% | -23.6% | +53.7% | +31.8% |
| 3M | +14.7% | -20.0% | +34.6% | +15.6% |
| 6M | +44.5% | -34.4% | +78.9% | +44.2% |
| All | +30.2% | -37.6% | +67.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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