+58.1%
SWK vs SPXU
-80.6%
+138.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +40.4% |
| 3M | +14.7% | +8.4% | +6.2% | +20.5% |
| 6M | +48.5% | -5.7% | +54.3% | +48.3% |
| YTD | +63.9% | -25.4% | +89.3% | +49.5% |
| 1Y | +80.4% | -28.9% | +109.3% | +62.0% |
| 3Y | +58.1% | -81.2% | +139.3% | -14.5% |
| All | +58.1% | -80.6% | +138.7% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling