+49,049.9%
EME vs SWK
+1,376.5%
+47,673.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.4% |
| 7D | -10.5% | +11.0% | -21.5% | -15.6% |
| 30D | -22.4% | +30.1% | -52.5% | -32.2% |
| 3M | -24.7% | +14.7% | -39.4% | -30.4% |
| 6M | -35.5% | +44.5% | -80.0% | -46.6% |
| YTD | -0.3% | +59.4% | -59.7% | -21.9% |
| 1Y | -6.7% | +77.5% | -84.3% | -30.6% |
| 3Y | +190.6% | +49.5% | +141.2% | +119.4% |
| 5Y | +367.3% | -24.9% | +392.2% | +365.7% |
| 10Y | +954.5% | +31.8% | +922.7% | +656.0% |
| All | +49,049.9% | +1,376.5% | +47,673.3% | +12,224.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling