+3,045.3%
EQT vs SWK
+1,275.2%
+1,770.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | +1.1% | -0.4% | +1.5% | +1.2% |
| 30D | +7.7% | -5.7% | +13.4% | +9.5% |
| 3M | +0.2% | +24.1% | -23.9% | -6.7% |
| 6M | -9.5% | +24.7% | -34.2% | -16.6% |
| YTD | +3.8% | +33.9% | -30.1% | -6.8% |
| 1Y | +7.8% | +34.7% | -26.9% | -4.1% |
| 3Y | +30.1% | +15.3% | +14.9% | +15.8% |
| 5Y | +188.6% | -39.3% | +227.9% | +205.9% |
| 10Y | +54.6% | +2.5% | +52.1% | +32.1% |
| All | +3,045.3% | +1,275.2% | +1,770.1% | +1,544.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling