+51.7%
SWK vs SPXU
-4.3%
+56.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.2% | -15.8% | +3.1% |
| 7D | +11.3% | +14.2% | -3.0% | +18.2% |
| 30D | +28.1% | +19.3% | +8.8% | +39.1% |
| 3M | +12.6% | +16.2% | -3.6% | +21.3% |
| 6M | +51.7% | -3.5% | +55.2% | +46.1% |
| All | +51.7% | -4.3% | +56.0% | +46.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling