+1,495.2%
SWK vs EVRG
+2,228.5%
-733.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +11.0% | +1.9% | +9.2% | +10.2% |
| 30D | +30.1% | +9.0% | +21.0% | +25.5% |
| 3M | +14.7% | +6.3% | +8.3% | +11.7% |
| 6M | +44.5% | +9.9% | +34.6% | +38.6% |
| YTD | +59.4% | +23.8% | +35.6% | +45.3% |
| 1Y | +77.5% | +19.9% | +57.6% | +63.9% |
| 3Y | +49.5% | +94.3% | -44.8% | +11.9% |
| 5Y | -24.9% | +64.6% | -89.5% | -40.3% |
| 10Y | +31.8% | +121.7% | -90.0% | -8.7% |
| All | +1,495.2% | +2,228.5% | -733.4% | +406.6% |
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