+72.7%
SWK vs SIRI
+52.2%
+20.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.7% |
| 7D | -2.0% | -3.7% | +1.7% | -0.7% |
| 30D | +24.6% | +20.4% | +4.2% | +19.0% |
| 3M | +10.8% | +12.5% | -1.7% | +7.4% |
| 6M | +46.1% | +23.4% | +22.6% | +37.5% |
| YTD | +56.8% | +65.2% | -8.3% | +30.0% |
| 1Y | +72.7% | +52.4% | +20.4% | +50.0% |
| All | +72.7% | +52.2% | +20.5% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling