+75.3%
SWK vs TECH
+21.0%
+54.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +25.5% | +0.5% | +24.9% | +25.3% |
| 3M | +11.8% | +1.1% | +10.7% | +11.5% |
| 6M | +48.7% | +62.8% | -14.1% | +31.3% |
| YTD | +57.2% | +24.5% | +32.7% | +43.4% |
| 1Y | +75.3% | +20.6% | +54.6% | +64.1% |
| All | +75.3% | +21.0% | +54.3% | +64.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling