+8,007.1%
SWKS vs ENB
+11,799.4%
-3,792.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.8% |
| 7D | +12.5% | -0.2% | +12.7% | +12.6% |
| 30D | +10.5% | -2.2% | +12.7% | +11.3% |
| 3M | -7.4% | -10.5% | +3.1% | -4.0% |
| 6M | +32.7% | -5.1% | +37.7% | +34.7% |
| YTD | +19.2% | +9.0% | +10.2% | +14.9% |
| 1Y | +2.4% | +8.2% | -5.8% | -1.1% |
| 3Y | -25.6% | +67.8% | -93.4% | -39.1% |
| 5Y | -53.4% | +69.4% | -122.8% | -62.0% |
| 10Y | +23.2% | +117.5% | -94.4% | -10.3% |
| All | +8,007.1% | +11,799.4% | -3,792.2% | +3,171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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