+75.3%
SWK vs AEIS
+4.7%
+70.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.7% |
| 7D | -1.4% | +11.5% | -12.9% | -2.9% |
| 30D | +25.5% | -15.8% | +41.2% | +27.9% |
| 3M | +11.8% | -33.3% | +45.1% | +19.0% |
| 6M | +48.7% | -35.2% | +83.9% | +56.6% |
| YTD | +57.2% | +5.0% | +52.2% | +45.6% |
| 1Y | +75.3% | +8.5% | +66.8% | +59.9% |
| All | +75.3% | +4.7% | +70.6% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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