+328.8%
SWK price history and return analytics
+363.9%
-35.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.7% | +11.4% | +11.1% |
| 7D | +17.9% | -0.3% | +18.2% | +18.5% |
| 30D | +31.9% | -1.4% | +33.4% | +34.3% |
| 3M | +16.6% | -1.4% | +18.0% | +18.6% |
| 6M | +61.1% | +5.5% | +55.7% | +51.9% |
| YTD | +64.2% | +12.8% | +51.4% | +43.3% |
| 1Y | +85.2% | +15.4% | +69.8% | +57.6% |
| 3Y | +50.2% | +76.9% | -26.7% | -20.4% |
| 5Y | -22.8% | +60.4% | -83.2% | -53.6% |
| 10Y | +35.8% | +232.8% | -197.0% | -60.7% |
| All | +328.8% | +363.9% | -35.1% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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