+1,458.7%
ET vs SWK
+242.9%
+1,215.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +0.9% | -0.4% | +1.3% | +1.0% |
| 30D | +7.5% | -5.7% | +13.2% | +9.6% |
| 3M | +11.4% | +24.1% | -12.7% | +2.0% |
| 6M | +18.5% | +24.7% | -6.2% | +7.1% |
| YTD | +37.4% | +33.9% | +3.4% | +20.2% |
| 1Y | +30.9% | +34.7% | -3.7% | +13.2% |
| 3Y | +98.7% | +15.3% | +83.5% | +72.1% |
| 5Y | +230.7% | -39.3% | +270.0% | +256.4% |
| 10Y | +175.6% | +2.5% | +173.1% | +121.3% |
| All | +1,458.7% | +242.9% | +1,215.8% | +549.8% |
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 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