+9,941.2%
TER vs SWK
+1,585.9%
+8,355.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +13.1% | -19.9% | -14.3% |
| 7D | -19.9% | +17.9% | -37.8% | -28.3% |
| 30D | -43.5% | +31.9% | -75.5% | -52.9% |
| 3M | -37.8% | +16.6% | -54.3% | -44.3% |
| 6M | -25.6% | +61.1% | -86.7% | -44.4% |
| YTD | +29.8% | +64.2% | -34.4% | -4.0% |
| 1Y | +43.2% | +85.2% | -42.0% | -1.3% |
| 3Y | +189.3% | +50.2% | +139.1% | +114.8% |
| 5Y | +76.9% | -22.8% | +99.7% | +84.4% |
| 10Y | +1,059.7% | +35.8% | +1,023.9% | +705.1% |
| All | +9,941.2% | +1,585.9% | +8,355.3% | +2,252.4% |
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