+8,794.6%
SWKS vs EAT
+10,748.9%
-1,954.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.5% | +1.5% | -1.2% |
| 7D | -9.2% | -3.3% | -5.9% | -8.5% |
| 30D | -1.9% | +11.7% | -13.6% | -5.0% |
| 3M | +21.2% | -5.9% | +27.1% | +21.5% |
| 6M | +12.9% | +46.7% | -33.8% | 0.0% |
| YTD | +30.7% | +48.2% | -17.4% | +14.4% |
| 1Y | +14.1% | +105.4% | -91.3% | -8.7% |
| 3Y | -1.7% | +502.8% | -504.5% | -42.8% |
| 5Y | -43.0% | +376.3% | -419.3% | -66.0% |
| 10Y | +34.3% | +400.0% | -365.7% | -34.6% |
| All | +8,794.6% | +10,748.9% | -1,954.3% | +1,857.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling