+77.5%
SWK vs RGEN
+19.4%
+58.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.3% | -1.0% |
| 7D | +11.0% | -1.9% | +13.0% | +11.5% |
| 30D | +30.1% | +3.7% | +26.3% | +28.7% |
| 3M | +14.7% | +8.8% | +5.8% | +10.9% |
| 6M | +44.5% | +38.0% | +6.5% | +29.9% |
| YTD | +59.4% | +5.9% | +53.5% | +54.4% |
| 1Y | +77.5% | +19.7% | +57.9% | +64.1% |
| All | +77.5% | +19.4% | +58.2% | +64.1% |
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