+50.0%
SWK vs EAT
+503.3%
-453.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +0.9% | -1.7% |
| 7D | +11.3% | -3.3% | +14.5% | +12.2% |
| 30D | +28.1% | +11.7% | +16.4% | +24.6% |
| 3M | +12.6% | -5.9% | +18.5% | +13.4% |
| 6M | +51.7% | +46.7% | +5.0% | +36.1% |
| YTD | +60.0% | +48.2% | +11.8% | +41.8% |
| 1Y | +72.7% | +105.4% | -32.8% | +39.8% |
| All | +50.0% | +503.3% | -453.3% | -23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling