+49.5%
SWK vs SIRI
-26.1%
+75.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.1% |
| 7D | +11.0% | +12.6% | -1.6% | +7.5% |
| 30D | +30.1% | +25.9% | +4.2% | +22.1% |
| 3M | +14.7% | +10.3% | +4.3% | +11.4% |
| 6M | +44.5% | +24.8% | +19.7% | +35.2% |
| YTD | +59.4% | +68.6% | -9.2% | +36.0% |
| 1Y | +77.5% | +55.9% | +21.6% | +54.8% |
| 3Y | +49.5% | -22.3% | +71.8% | +49.8% |
| All | +49.5% | -26.1% | +75.6% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling