+1,297.4%
SWK vs SUI
+4,142.3%
-2,844.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +5.2% | +8.0% | +10.7% |
| 7D | +17.9% | +10.0% | +7.9% | +13.0% |
| 30D | +31.9% | +8.4% | +23.5% | +27.2% |
| 3M | +16.6% | +0.7% | +15.9% | +16.1% |
| 6M | +61.1% | -0.9% | +62.1% | +61.0% |
| YTD | +64.2% | +0.6% | +63.6% | +62.8% |
| 1Y | +85.2% | +0.8% | +84.4% | +83.5% |
| 3Y | +50.2% | +15.5% | +34.7% | +37.8% |
| 5Y | -22.8% | -25.9% | +3.1% | -14.2% |
| 10Y | +35.8% | +119.5% | -83.8% | -8.7% |
| All | +1,297.4% | +4,142.3% | -2,844.9% | +257.3% |
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