+4,093.1%
SYY vs SWK
+1,536.3%
+2,556.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.3% |
| 7D | -7.3% | +11.0% | -18.3% | -10.2% |
| 30D | +0.1% | +30.1% | -30.0% | -7.5% |
| 3M | -8.9% | +14.7% | -23.5% | -12.8% |
| 6M | +5.5% | +44.5% | -39.0% | -6.3% |
| YTD | +6.6% | +59.4% | -52.8% | -8.7% |
| 1Y | +7.7% | +77.5% | -69.8% | -10.9% |
| 3Y | +24.0% | +49.5% | -25.4% | +3.6% |
| 5Y | +7.3% | -24.9% | +32.2% | +7.3% |
| 10Y | +105.7% | +31.8% | +74.0% | +70.7% |
| All | +4,093.1% | +1,536.3% | +2,556.8% | +1,407.4% |
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