+423.4%
WMT vs SWK
+0.7%
+422.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -5.0% | -8.9% | +4.0% | -3.8% |
| 3M | -11.3% | +20.5% | -31.8% | -13.6% |
| 6M | -13.8% | +27.1% | -40.9% | -16.9% |
| YTD | -4.2% | +30.2% | -34.4% | -8.1% |
| 1Y | +4.6% | +24.8% | -20.2% | +0.6% |
| 3Y | +100.5% | +16.3% | +84.2% | +90.3% |
| 5Y | +129.7% | -40.1% | +169.8% | +136.4% |
| 10Y | +423.4% | +0.8% | +422.6% | +383.9% |
| All | +423.4% | +0.7% | +422.8% | +383.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling