+145.4%
EBAY vs SWK
+15.2%
+130.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.5% |
| 7D | -2.1% | -0.4% | -1.6% | -2.0% |
| 30D | -6.7% | -5.7% | -1.0% | -5.6% |
| 3M | -5.0% | +24.1% | -29.0% | -9.8% |
| 6M | +14.6% | +24.7% | -10.1% | +8.1% |
| YTD | +19.8% | +33.9% | -14.1% | +10.9% |
| 1Y | +12.6% | +34.7% | -22.1% | +3.6% |
| All | +145.4% | +15.2% | +130.2% | +130.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling