+4.9%
SYY vs SWK
+76.3%
-71.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | 0.0% | -2.3% | +2.3% | +0.5% |
| 30D | -2.2% | +30.4% | -32.7% | -7.0% |
| 3M | -8.0% | +12.1% | -20.2% | -10.2% |
| 6M | +7.5% | +49.1% | -41.6% | -1.1% |
| YTD | +7.4% | +60.4% | -53.0% | -2.8% |
| 1Y | +4.9% | +78.3% | -73.4% | -6.7% |
| All | +4.9% | +76.3% | -71.4% | -6.7% |
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