+14,014.6%
EBAY vs SWK
+651.7%
+13,363.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.7% |
| 7D | -2.1% | -0.4% | -1.6% | -1.9% |
| 30D | -6.7% | -5.7% | -1.0% | -4.6% |
| 3M | -5.0% | +24.1% | -29.0% | -13.7% |
| 6M | +14.6% | +24.7% | -10.1% | +2.8% |
| YTD | +19.8% | +33.9% | -14.1% | +3.9% |
| 1Y | +12.6% | +34.7% | -22.1% | -3.3% |
| 3Y | +141.0% | +15.3% | +125.7% | +109.4% |
| 5Y | +47.5% | -39.3% | +86.8% | +61.9% |
| 10Y | +263.3% | +2.5% | +260.8% | +180.6% |
| All | +14,014.6% | +651.7% | +13,363.0% | +3,861.3% |
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