+3.2%
ENB vs SWK
+76.3%
-73.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | -1.8% | -2.3% | +0.5% | -1.8% |
| 30D | +2.0% | +30.4% | -28.4% | +2.4% |
| 3M | -5.8% | +12.1% | -18.0% | -5.8% |
| 6M | -9.7% | +49.1% | -58.8% | -9.2% |
| YTD | +4.2% | +60.4% | -56.2% | +4.5% |
| 1Y | +3.2% | +78.3% | -75.1% | +4.1% |
| All | +3.2% | +76.3% | -73.1% | +4.1% |
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