+77.5%
SWK vs IRE
-98.3%
+175.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +39.6% | -39.9% | -0.9% |
| 7D | +11.0% | -27.2% | +38.2% | +11.1% |
| 30D | +30.1% | -75.1% | +105.2% | +33.1% |
| 3M | +14.7% | -77.9% | +92.5% | +17.3% |
| 6M | +44.5% | -94.6% | +139.1% | +50.8% |
| YTD | +59.4% | -91.5% | +150.9% | +60.9% |
| 1Y | +77.5% | -97.8% | +175.4% | +81.2% |
| All | +77.5% | -98.3% | +175.9% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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