+31.0%
EMR vs SWK
+76.3%
-45.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | -2.0% | -2.3% | +0.3% | -0.8% |
| 30D | +2.8% | +30.4% | -27.6% | -11.3% |
| 3M | +2.0% | +12.1% | -10.2% | -4.3% |
| 6M | +20.7% | +49.1% | -28.4% | -4.4% |
| YTD | +27.3% | +60.4% | -33.1% | -3.0% |
| 1Y | +31.0% | +78.3% | -47.3% | -4.2% |
| All | +31.0% | +76.3% | -45.3% | -4.2% |
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