+18.9%
SWKS vs EOG
+45.9%
-27.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.2% | +2.3% | -2.4% |
| 7D | -4.9% | -8.6% | +3.7% | -4.1% |
| 30D | -1.2% | +2.8% | -3.9% | -1.2% |
| 3M | +24.2% | +3.2% | +21.0% | +24.9% |
| 6M | +21.5% | +5.3% | +16.2% | +22.1% |
| YTD | +33.5% | +44.5% | -11.0% | +21.6% |
| 1Y | +18.9% | +44.2% | -25.2% | +8.7% |
| All | +18.9% | +45.9% | -27.0% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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