+8,981.9%
SWKS vs SWK
+1,585.9%
+7,396.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +13.1% | -16.0% | -10.0% |
| 7D | -4.9% | +17.9% | -22.8% | -13.9% |
| 30D | -1.2% | +31.9% | -33.1% | -15.9% |
| 3M | +24.2% | +16.6% | +7.6% | +12.7% |
| 6M | +21.5% | +61.1% | -39.6% | -8.4% |
| YTD | +33.5% | +64.2% | -30.7% | -1.6% |
| 1Y | +18.9% | +85.2% | -66.3% | -18.2% |
| 3Y | +0.4% | +50.2% | -49.8% | -25.0% |
| 5Y | -44.3% | -22.8% | -21.5% | -42.8% |
| 10Y | +37.1% | +35.8% | +1.4% | -2.8% |
| All | +8,981.9% | +1,585.9% | +7,396.0% | +2,554.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling