-10.8%
EEM vs SWK
+55.2%
-66.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.6% | -3.2% | -5.0% |
| 7D | -7.4% | +11.3% | -18.7% | -10.3% |
| 30D | -15.0% | +28.1% | -43.1% | -21.8% |
| 3M | -11.7% | +12.6% | -24.3% | -14.4% |
| 6M | -10.8% | +51.7% | -62.5% | -26.5% |
| All | -10.8% | +55.2% | -66.0% | -26.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling