+39.0%
DVN vs SWK
+87.6%
-48.6%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +13.1% | -20.5% | -4.0% |
| 7D | -13.9% | +17.9% | -31.8% | -10.0% |
| 30D | -8.0% | +31.9% | -40.0% | -1.6% |
| 3M | +0.8% | +16.6% | -15.8% | +5.4% |
| 6M | -12.8% | +61.1% | -73.9% | -4.4% |
| YTD | +22.7% | +64.2% | -41.5% | +35.0% |
| 1Y | +39.0% | +85.2% | -46.2% | +52.7% |
| All | +39.0% | +87.6% | -48.6% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling