+85.2%
SWK vs SUI
+1.6%
+83.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +5.2% | +8.0% | +10.7% |
| 7D | +17.9% | +10.0% | +7.9% | +13.8% |
| 30D | +31.9% | +8.4% | +23.5% | +27.7% |
| 3M | +16.6% | +0.7% | +15.9% | +15.5% |
| 6M | +61.1% | -0.9% | +62.1% | +59.9% |
| YTD | +64.2% | +0.6% | +63.6% | +62.1% |
| 1Y | +85.2% | +0.8% | +84.4% | +82.7% |
| All | +85.2% | +1.6% | +83.6% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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