+2.4%
SWKS vs EAT
+37.5%
-35.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.5% |
| 7D | +12.5% | 0.0% | +12.5% | +12.5% |
| 30D | +10.5% | +1.9% | +8.6% | +10.2% |
| 3M | -7.4% | +68.7% | -76.1% | -11.2% |
| 6M | +32.7% | +66.9% | -34.2% | +26.8% |
| YTD | +19.2% | +60.4% | -41.2% | +14.5% |
| 1Y | +2.4% | +44.0% | -41.6% | -0.8% |
| All | +2.4% | +37.5% | -35.1% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling