+20.8%
SWK vs EAT
+333.9%
-313.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -1.5% |
| 7D | -2.3% | -8.9% | +6.7% | +0.3% |
| 30D | +30.4% | +3.4% | +27.0% | +28.8% |
| 3M | +12.1% | -9.3% | +21.5% | +14.3% |
| 6M | +49.1% | +43.8% | +5.3% | +32.4% |
| YTD | +60.4% | +39.9% | +20.6% | +41.9% |
| 1Y | +78.3% | +89.7% | -11.4% | +43.7% |
| 3Y | +53.3% | +491.3% | -437.9% | -15.6% |
| 5Y | -27.0% | +365.4% | -392.4% | -59.2% |
| 10Y | +20.8% | +325.9% | -305.1% | -49.1% |
| All | +20.8% | +333.9% | -313.1% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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