+941.9%
EME vs SWK
+32.9%
+909.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +6.2% |
| 7D | -4.4% | +10.7% | -15.0% | -9.1% |
| 30D | -17.3% | +33.3% | -50.6% | -27.4% |
| 3M | -20.0% | +14.7% | -34.7% | -25.4% |
| 6M | -29.1% | +48.5% | -77.6% | -40.8% |
| YTD | +6.9% | +63.9% | -56.9% | -15.2% |
| 1Y | +0.8% | +80.4% | -79.6% | -23.4% |
| 3Y | +214.4% | +58.1% | +156.3% | +137.4% |
| 5Y | +404.2% | -24.5% | +428.7% | +423.8% |
| 10Y | +941.9% | +29.5% | +912.5% | +689.7% |
| All | +941.9% | +32.9% | +909.0% | +689.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling