+32.4%
SWKS vs EWT
+418.9%
-386.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.2% | -6.4% | -6.1% |
| 7D | -2.7% | -5.0% | +2.2% | +0.7% |
| 30D | +8.5% | -16.3% | +24.8% | +26.7% |
| 3M | +17.3% | -7.2% | +24.5% | +22.4% |
| 6M | +25.1% | -0.5% | +25.6% | +19.5% |
| YTD | +33.3% | +50.6% | -17.2% | -20.1% |
| 1Y | +22.9% | +54.8% | -31.9% | -28.8% |
| 3Y | +5.5% | +155.5% | -149.9% | -66.1% |
| 5Y | -41.9% | +116.4% | -158.3% | -77.2% |
| 10Y | +32.4% | +421.4% | -389.0% | -80.1% |
| All | +32.4% | +418.9% | -386.5% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 10y: compounded portfolio wealth divided by compounded EWT 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…
10y analysis · Full analysis span regression · 6 months rolling