+85.2%
SWK vs SPXU
-30.4%
+115.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.9% | +18.0% | +10.7% |
| 7D | +17.9% | +2.2% | +15.7% | +19.3% |
| 30D | +31.9% | +3.8% | +28.2% | +34.6% |
| 3M | +16.6% | +3.3% | +13.3% | +19.2% |
| 6M | +61.1% | -16.7% | +77.8% | +50.0% |
| YTD | +64.2% | -28.6% | +92.8% | +43.4% |
| 1Y | +85.2% | -30.6% | +115.8% | +60.9% |
| All | +85.2% | -30.4% | +115.6% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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