+347.9%
SWK vs EQNR
+1,958.9%
-1,611.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.1% | -6.7% | -4.7% |
| 7D | -0.7% | -1.9% | +1.2% | -0.2% |
| 30D | -9.7% | +12.6% | -22.3% | -13.5% |
| 3M | +19.5% | +16.5% | +2.9% | +11.5% |
| 6M | +26.0% | +31.8% | -5.8% | +10.1% |
| YTD | +29.1% | +89.8% | -60.7% | -2.0% |
| 1Y | +23.7% | +87.6% | -63.9% | -6.1% |
| 3Y | +15.3% | +70.1% | -54.8% | -11.6% |
| 5Y | -40.6% | +181.1% | -221.8% | -64.7% |
| 10Y | -0.1% | +370.9% | -371.0% | -53.7% |
| All | +347.9% | +1,958.9% | -1,611.0% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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