+3.3%
SWK vs TECH
+187.6%
-184.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | -5.7% | +0.7% | -6.4% | -6.0% |
| 3M | +24.1% | +36.3% | -12.3% | +8.0% |
| 6M | +24.7% | +25.6% | -0.9% | +9.9% |
| YTD | +33.9% | +23.7% | +10.3% | +18.3% |
| 1Y | +34.7% | +37.6% | -3.0% | +12.6% |
| 3Y | +15.3% | -6.6% | +21.9% | +10.6% |
| 5Y | -39.3% | -42.2% | +2.9% | -31.7% |
| All | +3.3% | +187.6% | -184.3% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling