+13.1%
EEM vs SWKS
+33.8%
-20.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +2.7% | +9.4% | -6.7% | +1.2% |
| 30D | -5.4% | +17.0% | -22.4% | -7.8% |
| 3M | -8.6% | +28.9% | -37.6% | -13.1% |
| 6M | -8.9% | +33.1% | -42.0% | -13.5% |
| YTD | +11.9% | +44.8% | -32.9% | +4.0% |
| 1Y | +13.1% | +36.2% | -23.1% | +6.3% |
| All | +13.1% | +33.8% | -20.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling