+5.3%
SWKS vs EOSE
-40.1%
+45.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +1.8% |
| 7D | +6.8% | +15.0% | -8.2% | +5.5% |
| 30D | +11.3% | +2.5% | +8.8% | +10.5% |
| 3M | +4.1% | -33.7% | +37.8% | +5.3% |
| 6M | +39.7% | -32.7% | +72.4% | +41.1% |
| YTD | +23.2% | -63.8% | +87.0% | +24.0% |
| 1Y | +5.3% | -40.5% | +45.8% | -2.3% |
| All | +5.3% | -40.1% | +45.3% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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