+81.3%
SWK vs TROW
+12.9%
+68.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +1.2% |
| 7D | +10.7% | +4.7% | +6.0% | +7.5% |
| 30D | +33.3% | +5.4% | +28.0% | +28.8% |
| 3M | +14.7% | -1.6% | +16.3% | +15.6% |
| 6M | +48.5% | +7.8% | +40.7% | +40.1% |
| YTD | +63.9% | +12.6% | +51.3% | +45.9% |
| All | +81.3% | +12.9% | +68.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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