+1,543.5%
SWK vs TECH
+101,472.8%
-99,929.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.1% | +13.0% | +13.1% |
| 7D | +17.9% | +0.1% | +17.8% | +17.9% |
| 30D | +31.9% | +0.2% | +31.7% | +31.9% |
| 3M | +16.6% | +1.0% | +15.6% | +16.4% |
| 6M | +61.1% | +33.3% | +27.9% | +51.7% |
| YTD | +64.2% | +24.2% | +40.0% | +56.2% |
| 1Y | +85.2% | +19.7% | +65.5% | +77.3% |
| 3Y | +50.2% | +25.8% | +24.4% | +42.1% |
| 5Y | -22.8% | -39.9% | +17.1% | -18.9% |
| 10Y | +35.8% | +210.4% | -174.6% | +13.2% |
| All | +1,543.5% | +101,472.8% | -99,929.3% | +853.6% |
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