+28.7%
SWK vs RACE
+740.1%
-711.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.4% |
| 7D | +11.0% | +5.1% | +5.9% | +8.3% |
| 30D | +30.1% | +7.7% | +22.4% | +25.3% |
| 3M | +14.7% | +2.2% | +12.5% | +13.3% |
| 6M | +44.5% | +23.8% | +20.7% | +28.5% |
| YTD | +59.4% | +13.9% | +45.5% | +47.0% |
| 1Y | +77.5% | +3.8% | +73.8% | +71.7% |
| 3Y | +49.5% | +28.0% | +21.4% | +21.5% |
| 5Y | -24.9% | +64.9% | -89.8% | -48.6% |
| All | +28.7% | +740.1% | -711.3% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling