+1,501.0%
SWK vs TECH
+101,375.0%
-99,874.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | +11.3% | -0.1% | +11.3% | +11.3% |
| 30D | +28.1% | +0.3% | +27.8% | +28.0% |
| 3M | +12.6% | +1.0% | +11.6% | +12.4% |
| 6M | +51.7% | +28.6% | +23.1% | +43.8% |
| YTD | +60.0% | +24.1% | +35.9% | +52.2% |
| 1Y | +72.7% | +21.9% | +50.8% | +64.8% |
| 3Y | +46.3% | +25.7% | +20.6% | +38.5% |
| 5Y | -24.6% | -40.2% | +15.6% | -20.7% |
| 10Y | +32.2% | +210.1% | -177.8% | +10.3% |
| All | +1,501.0% | +101,375.0% | -99,874.0% | +829.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling