+3,422.7%
V vs SWK
+297.4%
+3,125.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.1% | -9.3% | -1.3% |
| 7D | +9.0% | +17.9% | -8.9% | +2.0% |
| 30D | +18.1% | +31.9% | -13.9% | +5.7% |
| 3M | +18.3% | +16.6% | +1.8% | +10.8% |
| 6M | +34.1% | +61.1% | -27.0% | +9.3% |
| YTD | +25.2% | +64.2% | -39.0% | -0.3% |
| 1Y | +29.3% | +85.2% | -55.9% | -2.3% |
| 3Y | +83.4% | +50.2% | +33.2% | +41.1% |
| 5Y | +117.2% | -22.8% | +140.0% | +115.5% |
| 10Y | +483.0% | +35.8% | +447.2% | +297.3% |
| All | +3,422.7% | +297.4% | +3,125.3% | +1,062.1% |
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