+1,505.8%
SWK vs EVRG
+2,249.8%
-743.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.3% | +2.5% | -4.8% | -3.3% |
| 30D | +30.4% | +8.4% | +22.0% | +26.2% |
| 3M | +12.1% | +8.6% | +3.5% | +8.3% |
| 6M | +49.1% | +7.7% | +41.4% | +44.3% |
| YTD | +60.4% | +25.0% | +35.5% | +45.7% |
| 1Y | +78.3% | +18.7% | +59.6% | +65.3% |
| 3Y | +53.3% | +102.1% | -48.8% | +12.9% |
| 5Y | -27.0% | +66.8% | -93.8% | -42.2% |
| 10Y | +20.8% | +123.5% | -102.7% | -16.5% |
| All | +1,505.8% | +2,249.8% | -743.9% | +408.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling