+85.2%
SWK vs RGEN
+19.5%
+65.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +17.9% | -3.5% | +21.4% | +18.7% |
| 30D | +31.9% | -6.0% | +37.9% | +33.5% |
| 3M | +16.6% | +19.0% | -2.4% | +10.2% |
| 6M | +61.1% | +50.7% | +10.4% | +41.1% |
| YTD | +64.2% | +8.8% | +55.5% | +58.1% |
| 1Y | +85.2% | +21.3% | +63.9% | +71.4% |
| All | +85.2% | +19.5% | +65.7% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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