+22.1%
ETN vs SWK
+24.6%
-2.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.8% | +5.6% | +3.9% |
| 7D | +8.0% | +0.1% | +7.9% | +7.9% |
| 30D | -5.9% | -8.9% | +3.0% | -2.4% |
| 3M | +5.0% | +20.5% | -15.5% | -2.6% |
| 6M | +22.4% | +27.1% | -4.7% | +10.4% |
| YTD | +33.6% | +30.2% | +3.5% | +19.9% |
| 1Y | +22.1% | +24.8% | -2.6% | +8.4% |
| All | +22.1% | +24.6% | -2.5% | +8.4% |
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 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