+445.5%
SWK vs EQNR
+1,938.0%
-1,492.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -1.4% | +2.3% | -3.7% | -2.2% |
| 30D | +25.5% | -5.2% | +30.6% | +26.7% |
| 3M | +11.8% | +7.0% | +4.8% | +7.9% |
| 6M | +48.7% | +14.4% | +34.2% | +37.8% |
| YTD | +57.2% | +87.9% | -30.7% | +18.5% |
| 1Y | +75.3% | +84.8% | -9.5% | +32.7% |
| 3Y | +51.9% | +62.7% | -10.7% | +17.5% |
| 5Y | -30.7% | +144.0% | -174.8% | -56.7% |
| 10Y | +18.4% | +371.2% | -352.8% | -45.6% |
| All | +445.5% | +1,938.0% | -1,492.5% | +87.2% |
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