+79.6%
SWK vs SBAC
-2.2%
+81.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | +11.3% | +3.6% | +7.6% | +11.2% |
| 30D | +31.5% | +4.9% | +26.6% | +31.3% |
| 3M | +14.4% | +6.5% | +8.0% | +14.3% |
| 6M | +46.4% | -11.1% | +57.5% | +46.8% |
| YTD | +61.6% | +0.9% | +60.7% | +67.7% |
| All | +79.6% | -2.2% | +81.8% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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