-36.1%
ETHA vs SWK
+44.4%
-80.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -0.2% | +11.0% | -11.2% | -5.2% |
| 30D | -13.4% | +30.1% | -43.4% | -24.0% |
| 3M | +16.5% | +14.7% | +1.8% | +8.4% |
| 6M | -5.3% | +44.5% | -49.8% | -22.6% |
| YTD | -25.2% | +59.4% | -84.6% | -43.5% |
| 1Y | -32.9% | +77.5% | -110.4% | -52.8% |
| All | -36.1% | +44.4% | -80.5% | -54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling