+21.5%
SWKS vs SWK
+55.1%
-33.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +13.1% | -16.0% | -5.7% |
| 7D | -4.9% | +17.9% | -22.8% | -9.1% |
| 30D | -1.2% | +31.9% | -33.1% | -9.3% |
| 3M | +24.2% | +16.6% | +7.6% | +19.7% |
| 6M | +21.5% | +61.1% | -39.6% | +10.9% |
| All | +21.5% | +55.1% | -33.6% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 6mo: compounded portfolio wealth divided by compounded SWK 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…
6mo analysis · Full analysis span regression · 6 months rolling