+421.4%
EWT vs SWK
+32.9%
+388.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.8% | +4.4% | +6.4% |
| 7D | -5.0% | +10.7% | -15.7% | -7.9% |
| 30D | -16.3% | +33.3% | -49.7% | -23.4% |
| 3M | -7.2% | +14.7% | -21.9% | -11.3% |
| 6M | -0.5% | +48.5% | -49.0% | -12.0% |
| YTD | +50.6% | +63.9% | -13.3% | +28.6% |
| 1Y | +54.8% | +80.4% | -25.6% | +28.4% |
| 3Y | +155.5% | +58.1% | +97.3% | +112.6% |
| 5Y | +116.4% | -24.5% | +140.9% | +117.7% |
| 10Y | +421.4% | +29.5% | +391.9% | +327.3% |
| All | +421.4% | +32.9% | +388.5% | +327.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling