+457.7%
VALE vs SWK
+2.4%
+455.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | +1.6% | -0.4% | +2.0% | +1.8% |
| 30D | +5.1% | -5.7% | +10.8% | +7.5% |
| 3M | -0.4% | +24.1% | -24.5% | -9.6% |
| 6M | -2.2% | +24.7% | -26.9% | -11.8% |
| YTD | +20.5% | +33.9% | -13.4% | +4.9% |
| 1Y | +61.2% | +34.7% | +26.5% | +38.8% |
| 3Y | +43.1% | +15.3% | +27.9% | +25.0% |
| 5Y | +34.0% | -39.3% | +73.2% | +52.8% |
| All | +457.7% | +2.4% | +455.3% | +320.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling