+8,007.1%
SWKS vs EAT
+11,644.8%
-3,637.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.4% |
| 7D | +12.5% | 0.0% | +12.5% | +12.5% |
| 30D | +10.5% | +1.9% | +8.6% | +9.6% |
| 3M | -7.4% | +68.7% | -76.1% | -19.6% |
| 6M | +32.7% | +66.9% | -34.2% | +14.2% |
| YTD | +19.2% | +60.4% | -41.2% | +3.2% |
| 1Y | +2.4% | +44.0% | -41.6% | -9.8% |
| 3Y | -25.6% | +604.7% | -630.3% | -58.2% |
| 5Y | -53.4% | +347.0% | -400.5% | -71.7% |
| 10Y | +23.2% | +390.8% | -367.6% | -39.2% |
| All | +8,007.1% | +11,644.8% | -3,637.6% | +1,665.6% |
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