+55.2%
EWT vs SWK
+87.6%
-32.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +13.1% | -14.3% | -4.8% |
| 7D | -10.9% | +17.9% | -28.8% | -15.3% |
| 30D | -17.7% | +31.9% | -49.7% | -24.9% |
| 3M | -5.0% | +16.6% | -21.6% | -9.5% |
| 6M | +7.4% | +61.1% | -53.7% | -8.7% |
| YTD | +52.8% | +64.2% | -11.4% | +27.7% |
| 1Y | +55.2% | +85.2% | -30.0% | +26.2% |
| All | +55.2% | +87.6% | -32.4% | +26.2% |
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