+31.2%
DVN vs SWK
+77.0%
-45.8%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.0% |
| 7D | -8.8% | +11.3% | -20.1% | -5.9% |
| 30D | -10.0% | +31.5% | -41.5% | -3.8% |
| 3M | -3.7% | +14.4% | -18.1% | +0.3% |
| 6M | -3.5% | +46.4% | -50.0% | +5.4% |
| YTD | +20.8% | +61.6% | -40.8% | +32.2% |
| 1Y | +31.2% | +78.7% | -47.5% | +42.9% |
| All | +31.2% | +77.0% | -45.8% | +42.9% |
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