+35.4%
EQT vs SWK
+15.2%
+20.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | +6.6% | -8.9% | +15.6% | +7.2% |
| 3M | +4.4% | +20.5% | -16.1% | +2.9% |
| 6M | -10.5% | +27.1% | -37.6% | -12.3% |
| YTD | +3.7% | +30.2% | -26.4% | +1.1% |
| 1Y | +9.9% | +24.8% | -14.9% | +7.4% |
| 3Y | +35.4% | +16.3% | +19.1% | +38.9% |
| All | +35.4% | +15.2% | +20.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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