+3.2%
EME vs SWK
+73.5%
-70.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.7% | 0.0% |
| 7D | +11.3% | -2.0% | +13.3% | +11.9% |
| 30D | -14.6% | +24.6% | -39.1% | -20.8% |
| 3M | -20.4% | +10.8% | -31.2% | -22.9% |
| 6M | -28.3% | +46.1% | -74.3% | -37.6% |
| YTD | +8.6% | +56.8% | -48.3% | -9.8% |
| 1Y | +3.2% | +72.7% | -69.5% | -15.8% |
| All | +3.2% | +73.5% | -70.2% | -15.8% |
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