+4,267.1%
SYY vs SWK
+1,275.2%
+2,992.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | -2.3% | -0.4% | -1.9% | -2.2% |
| 30D | -4.9% | -5.7% | +0.8% | -3.3% |
| 3M | +8.4% | +24.1% | -15.7% | +1.1% |
| 6M | -7.4% | +24.7% | -32.1% | -14.1% |
| YTD | +11.0% | +33.9% | -23.0% | +0.4% |
| 1Y | -0.2% | +34.7% | -34.9% | -10.5% |
| 3Y | +23.8% | +15.3% | +8.5% | +11.8% |
| 5Y | +18.1% | -39.3% | +57.4% | +26.0% |
| 10Y | +94.6% | +2.5% | +92.1% | +73.8% |
| All | +4,267.1% | +1,275.2% | +2,992.0% | +1,557.7% |
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 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