+16,587.2%
ETN vs SWK
+1,536.3%
+15,050.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.7% |
| 7D | -7.6% | +11.0% | -18.7% | -13.1% |
| 30D | -20.8% | +30.1% | -50.8% | -30.9% |
| 3M | -23.6% | +14.7% | -38.2% | -29.4% |
| 6M | -18.5% | +44.5% | -63.0% | -32.6% |
| YTD | +8.2% | +59.4% | -51.2% | -15.3% |
| 1Y | -8.7% | +77.5% | -86.2% | -32.2% |
| 3Y | +63.3% | +49.5% | +13.8% | +23.3% |
| 5Y | +115.6% | -24.9% | +140.5% | +116.2% |
| 10Y | +586.7% | +31.8% | +554.9% | +406.4% |
| All | +16,587.2% | +1,536.3% | +15,050.9% | +4,942.5% |
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