+78.3%
SWK vs EAT
+89.0%
-10.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -1.3% |
| 7D | -2.3% | -8.9% | +6.7% | -0.5% |
| 30D | +30.4% | +3.4% | +27.0% | +29.6% |
| 3M | +12.1% | -9.3% | +21.5% | +13.6% |
| 6M | +49.1% | +43.8% | +5.3% | +37.5% |
| YTD | +60.4% | +39.9% | +20.6% | +48.2% |
| 1Y | +78.3% | +89.7% | -11.4% | +60.4% |
| All | +78.3% | +89.0% | -10.7% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling