+8,007.1%
SWKS vs SWK
+1,275.2%
+6,732.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.0% |
| 7D | +12.5% | -0.4% | +13.0% | +12.8% |
| 30D | +10.5% | -5.7% | +16.2% | +14.1% |
| 3M | -7.4% | +24.1% | -31.5% | -18.0% |
| 6M | +32.7% | +24.7% | +8.0% | +15.5% |
| YTD | +19.2% | +33.9% | -14.8% | -0.5% |
| 1Y | +2.4% | +34.7% | -32.3% | -15.4% |
| 3Y | -25.6% | +15.3% | -40.9% | -35.2% |
| 5Y | -53.4% | -39.3% | -14.1% | -44.9% |
| 10Y | +23.2% | +2.5% | +20.7% | +3.1% |
| All | +8,007.1% | +1,275.2% | +6,732.0% | +2,583.6% |
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