+2,487.2%
ED vs SWK
+1,585.9%
+901.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +13.1% | -10.1% | +1.1% |
| 7D | +5.4% | +17.9% | -12.5% | +2.9% |
| 30D | +16.4% | +31.9% | -15.6% | +11.8% |
| 3M | +11.9% | +16.6% | -4.7% | +9.3% |
| 6M | +11.6% | +61.1% | -49.6% | +3.7% |
| YTD | +24.1% | +64.2% | -40.1% | +14.5% |
| 1Y | +26.9% | +85.2% | -58.3% | +14.8% |
| 3Y | +47.9% | +50.2% | -2.3% | +34.9% |
| 5Y | +87.5% | -22.8% | +110.3% | +85.9% |
| 10Y | +133.2% | +35.8% | +97.5% | +101.4% |
| All | +2,487.2% | +1,585.9% | +901.3% | +1,094.3% |
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