+11.5%
SWKS vs EOG
+43.2%
-31.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | +9.4% | +7.6% | +1.8% | +6.5% |
| 30D | +17.0% | +3.4% | +13.6% | +15.4% |
| 3M | +28.9% | +12.7% | +16.2% | +23.2% |
| 6M | +33.1% | +19.0% | +14.1% | +22.6% |
| YTD | +44.8% | +55.6% | -10.8% | +15.0% |
| 1Y | +36.2% | +49.5% | -13.3% | +10.4% |
| 3Y | +11.5% | +43.2% | -31.7% | -8.3% |
| All | +11.5% | +43.2% | -31.7% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling