-24.6%
SWK vs TECH
-39.6%
+15.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | +11.3% | -0.1% | +11.3% | +11.3% |
| 30D | +28.1% | +0.3% | +27.8% | +27.9% |
| 3M | +12.6% | +1.0% | +11.6% | +12.1% |
| 6M | +51.7% | +28.6% | +23.1% | +32.9% |
| YTD | +60.0% | +24.1% | +35.9% | +40.8% |
| 1Y | +72.7% | +21.9% | +50.8% | +53.2% |
| 3Y | +46.3% | +25.7% | +20.6% | +23.3% |
| 5Y | -24.6% | -40.2% | +15.6% | -21.8% |
| All | -24.6% | -39.6% | +15.0% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling