+133.0%
EOG vs SWK
+17.8%
+115.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.5% | +1.9% |
| 7D | +7.4% | -2.0% | +9.4% | +8.0% |
| 30D | +2.3% | +24.6% | -22.3% | -5.7% |
| 3M | +9.5% | +10.8% | -1.3% | +4.7% |
| 6M | +17.7% | +46.1% | -28.4% | +0.7% |
| YTD | +52.9% | +56.8% | -3.9% | +24.9% |
| 1Y | +47.7% | +72.7% | -25.1% | +15.9% |
| 3Y | +41.1% | +49.9% | -8.7% | +10.0% |
| 5Y | +108.2% | -30.9% | +139.1% | +124.7% |
| All | +133.0% | +17.8% | +115.2% | +83.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling