+24.8%
SWK vs SIRI
+25.1%
-0.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.2% | -2.6% |
| 7D | +0.1% | +4.3% | -4.1% | -1.2% |
| 30D | -8.9% | -2.8% | -6.1% | -8.3% |
| 3M | +20.5% | +5.9% | +14.6% | +17.9% |
| 6M | +27.1% | +31.9% | -4.8% | +15.0% |
| YTD | +30.2% | +48.7% | -18.5% | +11.5% |
| 1Y | +24.8% | +23.2% | +1.5% | +17.8% |
| All | +24.8% | +25.1% | -0.4% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIRI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling