+29.5%
SWK vs SPXU
-99.5%
+129.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.0% | +9.9% | -0.4% |
| 7D | +10.7% | -1.5% | +12.2% | +10.8% |
| 30D | +33.3% | +9.7% | +23.7% | +40.2% |
| 3M | +14.7% | +8.4% | +6.2% | +20.3% |
| 6M | +48.5% | -5.7% | +54.3% | +48.5% |
| YTD | +63.9% | -25.4% | +89.3% | +50.5% |
| 1Y | +80.4% | -28.9% | +109.3% | +63.1% |
| 3Y | +58.1% | -81.2% | +139.3% | -8.8% |
| 5Y | -24.5% | -83.3% | +58.8% | -48.9% |
| 10Y | +29.5% | -99.5% | +129.0% | -69.4% |
| All | +29.5% | -99.5% | +129.0% | -69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling