+22.2%
SWK vs SPXU
-99.5%
+121.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.8% |
| 7D | -1.4% | -7.6% | +6.2% | -4.7% |
| 30D | +25.5% | +5.3% | +20.1% | +29.5% |
| 3M | +11.8% | +9.6% | +2.1% | +17.9% |
| 6M | +48.7% | -4.5% | +53.2% | +49.6% |
| YTD | +57.2% | -25.9% | +83.1% | +44.0% |
| 1Y | +75.3% | -28.9% | +104.1% | +58.4% |
| 3Y | +51.9% | -80.5% | +132.4% | -10.9% |
| 5Y | -30.7% | -83.4% | +52.6% | -53.2% |
| All | +22.2% | -99.5% | +121.7% | -70.6% |
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