-25.3%
SWK vs TECH
-40.1%
+14.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +11.0% | +0.2% | +10.9% | +11.0% |
| 30D | +30.1% | +0.3% | +29.7% | +29.9% |
| 3M | +14.7% | +1.3% | +13.3% | +14.0% |
| 6M | +44.5% | +54.0% | -9.5% | +18.3% |
| YTD | +59.4% | +24.3% | +35.1% | +40.2% |
| 1Y | +77.5% | +25.8% | +51.7% | +55.1% |
| 3Y | +49.5% | +26.0% | +23.5% | +25.9% |
| All | -25.3% | -40.1% | +14.9% | -22.0% |
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