+78.7%
SWK vs SPY
+11.9%
+66.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | +11.3% | -0.6% | +11.9% | +12.1% |
| 30D | +31.5% | -3.7% | +35.1% | +38.3% |
| 3M | +14.4% | -2.7% | +17.2% | +18.6% |
| 6M | +46.4% | +2.2% | +44.2% | +40.6% |
| YTD | +61.6% | +10.8% | +50.8% | +36.3% |
| 1Y | +78.7% | +11.2% | +67.5% | +50.2% |
| All | +78.7% | +11.9% | +66.8% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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