+7,126.9%
EW vs SWK
+841.8%
+6,285.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +13.1% | -8.7% | +0.8% |
| 7D | +8.3% | +17.9% | -9.6% | +3.4% |
| 30D | +13.9% | +31.9% | -18.0% | +5.5% |
| 3M | +10.9% | +16.6% | -5.7% | +6.1% |
| 6M | +19.2% | +61.1% | -41.9% | +4.0% |
| YTD | +16.6% | +64.2% | -47.6% | +0.3% |
| 1Y | +18.1% | +85.2% | -67.1% | -2.0% |
| 3Y | +48.2% | +50.2% | -2.0% | +24.7% |
| 5Y | -15.3% | -22.8% | +7.5% | -15.9% |
| 10Y | +232.6% | +35.8% | +196.8% | +166.6% |
| All | +7,126.9% | +841.8% | +6,285.1% | +3,502.1% |
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 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