+1,039.8%
SWK vs SUI
+4,037.5%
-2,997.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.4% | -2.8% | +2.4% | +0.9% |
| 30D | -5.7% | -1.2% | -4.5% | -5.3% |
| 3M | +24.1% | -1.7% | +25.8% | +24.5% |
| 6M | +24.7% | -10.5% | +35.2% | +30.6% |
| YTD | +33.9% | -1.8% | +35.8% | +34.4% |
| 1Y | +34.7% | -4.1% | +38.8% | +36.4% |
| 3Y | +15.3% | +11.3% | +4.0% | +7.3% |
| 5Y | -39.3% | -32.1% | -7.2% | -29.8% |
| 10Y | +2.5% | +110.4% | -108.0% | -29.8% |
| All | +1,039.8% | +4,037.5% | -2,997.7% | +194.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling