-0.4%
SYF vs SWK
+74.4%
-74.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -2.0% | -1.4% | -0.6% | -1.5% |
| 30D | +1.2% | +25.5% | -24.3% | -8.5% |
| 3M | -9.4% | +11.8% | -21.2% | -13.8% |
| 6M | +4.4% | +48.7% | -44.3% | -12.8% |
| YTD | -11.9% | +57.2% | -69.1% | -28.4% |
| 1Y | -0.4% | +75.3% | -75.7% | -23.6% |
| All | -0.4% | +74.4% | -74.8% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling