+25.8%
ELAN vs SWK
+24.6%
+1.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -0.9% |
| 7D | +0.3% | +0.1% | +0.1% | +0.2% |
| 30D | +8.4% | -8.9% | +17.3% | +13.1% |
| 3M | +1.2% | +20.5% | -19.3% | -8.0% |
| 6M | +2.6% | +27.1% | -24.5% | -8.9% |
| YTD | +5.9% | +30.2% | -24.3% | -6.0% |
| 1Y | +25.8% | +24.8% | +1.1% | +14.2% |
| All | +25.8% | +24.6% | +1.2% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling