+51,687.6%
TSCO vs SWK
+1,149.6%
+50,538.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +7.1% | +11.0% | -3.9% | +3.3% |
| 30D | +11.8% | +30.1% | -18.3% | +2.4% |
| 3M | +7.4% | +14.7% | -7.3% | +2.4% |
| 6M | +13.4% | +44.5% | -31.1% | -0.3% |
| YTD | -25.9% | +59.4% | -85.3% | -37.5% |
| 1Y | -29.9% | +77.5% | -107.4% | -43.1% |
| 3Y | -3.4% | +49.5% | -52.8% | -20.1% |
| 5Y | -9.4% | -24.9% | +15.5% | -8.9% |
| 10Y | +227.1% | +31.8% | +195.3% | +148.9% |
| All | +51,687.6% | +1,149.6% | +50,538.0% | +29,295.6% |
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 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