+202.4%
EQT vs SWK
-41.7%
+244.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.4% |
| 7D | -2.0% | -4.6% | +2.5% | -1.1% |
| 30D | +1.0% | -9.9% | +10.9% | +3.1% |
| 3M | +4.0% | +15.4% | -11.4% | +0.5% |
| 6M | -11.7% | +25.0% | -36.7% | -16.6% |
| YTD | +2.8% | +27.2% | -24.4% | -3.8% |
| 1Y | +10.0% | +24.6% | -14.6% | +3.0% |
| 3Y | +34.1% | +13.7% | +20.5% | +24.0% |
| All | +202.4% | -41.7% | +244.1% | +250.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling