+17.5%
SWK vs EAT
+611.4%
-593.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -0.4% | 0.0% | -0.5% | -0.5% |
| 30D | -5.7% | +1.9% | -7.6% | -6.5% |
| 3M | +24.1% | +68.7% | -44.6% | +8.2% |
| 6M | +24.7% | +66.9% | -42.2% | +8.0% |
| YTD | +33.9% | +60.4% | -26.5% | +16.8% |
| 1Y | +34.7% | +44.0% | -9.3% | +20.3% |
| All | +17.5% | +611.4% | -593.9% | -39.3% |
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