+75.3%
SWK vs EVRG
+19.2%
+56.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -1.4% | +1.4% | -2.8% | -1.8% |
| 30D | +25.5% | +7.4% | +18.1% | +22.7% |
| 3M | +11.8% | +7.2% | +4.6% | +9.3% |
| 6M | +48.7% | +9.5% | +39.2% | +44.5% |
| YTD | +57.2% | +25.6% | +31.6% | +43.6% |
| 1Y | +75.3% | +20.4% | +54.9% | +62.2% |
| All | +75.3% | +19.2% | +56.0% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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