+142.4%
EFA vs SWK
+0.7%
+141.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.3% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -0.7% | -8.9% | +8.2% | +2.0% |
| 3M | +6.4% | +20.5% | -14.1% | +0.3% |
| 6M | +11.4% | +27.1% | -15.7% | +2.9% |
| YTD | +14.0% | +30.2% | -16.2% | +4.2% |
| 1Y | +20.2% | +24.8% | -4.5% | +10.8% |
| 3Y | +68.2% | +16.3% | +51.9% | +52.3% |
| 5Y | +54.8% | -40.1% | +94.9% | +69.0% |
| 10Y | +142.4% | +0.8% | +141.6% | +108.5% |
| All | +142.4% | +0.7% | +141.7% | +108.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling