+8,794.6%
SWKS vs ENB
+11,329.0%
-2,534.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.6% |
| 7D | -9.2% | -2.4% | -6.8% | -8.4% |
| 30D | -1.9% | +3.4% | -5.3% | -3.1% |
| 3M | +21.2% | -6.1% | +27.3% | +23.6% |
| 6M | +12.9% | -10.0% | +22.9% | +16.5% |
| YTD | +30.7% | +4.7% | +26.1% | +27.6% |
| 1Y | +14.1% | +7.5% | +6.6% | +10.2% |
| 3Y | -1.7% | +69.1% | -70.8% | -19.9% |
| 5Y | -43.0% | +50.4% | -93.4% | -51.6% |
| 10Y | +34.3% | +108.0% | -73.6% | -0.6% |
| All | +8,794.6% | +11,329.0% | -2,534.3% | +3,532.0% |
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