+51.6%
SWK vs ITOT
+78.3%
-26.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.6% |
| 7D | -2.0% | +3.3% | -5.2% | -6.4% |
| 30D | +24.6% | -2.5% | +27.1% | +28.8% |
| 3M | +10.8% | -2.3% | +13.1% | +14.3% |
| 6M | +46.1% | +3.0% | +43.0% | +39.7% |
| YTD | +56.8% | +11.9% | +44.9% | +33.5% |
| 1Y | +72.7% | +12.0% | +60.7% | +47.0% |
| All | +51.6% | +78.3% | -26.7% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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