+8,007.1%
SWKS vs EVRG
+2,068.9%
+5,938.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +12.5% | +1.1% | +11.4% | +12.0% |
| 30D | +10.5% | -1.0% | +11.5% | +10.9% |
| 3M | -7.4% | +0.4% | -7.8% | -7.9% |
| 6M | +32.7% | -0.8% | +33.5% | +32.5% |
| YTD | +19.2% | +15.3% | +3.8% | +11.5% |
| 1Y | +2.4% | +17.9% | -15.5% | -5.3% |
| 3Y | -25.6% | +71.9% | -97.5% | -42.3% |
| 5Y | -53.4% | +45.3% | -98.7% | -61.6% |
| 10Y | +23.2% | +113.1% | -89.9% | -17.0% |
| All | +8,007.1% | +2,068.9% | +5,938.2% | +2,310.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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