+1,343.8%
SWK vs VICR
+12,032.5%
-10,688.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | 0.0% |
| 7D | -0.4% | +0.4% | -0.9% | -0.6% |
| 30D | -5.7% | -13.9% | +8.2% | -3.8% |
| 3M | +24.1% | -38.4% | +62.5% | +31.8% |
| 6M | +24.7% | -7.2% | +31.9% | +20.8% |
| YTD | +33.9% | +72.0% | -38.1% | +15.8% |
| 1Y | +34.7% | +263.3% | -228.6% | +1.0% |
| 3Y | +15.3% | +173.3% | -158.0% | -14.2% |
| 5Y | -39.3% | +47.3% | -86.6% | -53.6% |
| 10Y | +2.5% | +1,495.2% | -1,492.7% | -49.9% |
| All | +1,343.8% | +12,032.5% | -10,688.6% | +401.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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