+78.7%
SWK vs QSR
+17.9%
+60.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +11.3% | +4.5% | +6.8% | +9.4% |
| 30D | +31.5% | +9.4% | +22.1% | +27.3% |
| 3M | +14.4% | +7.5% | +6.9% | +11.0% |
| 6M | +46.4% | -0.8% | +47.3% | +45.8% |
| YTD | +61.6% | +16.9% | +44.7% | +43.9% |
| 1Y | +78.7% | +16.3% | +62.5% | +59.6% |
| All | +78.7% | +17.9% | +60.8% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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