+250.0%
EQX vs SWK
+3.6%
+246.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.5% |
| 7D | -1.4% | -0.4% | -0.9% | -1.3% |
| 30D | +24.4% | -5.7% | +30.1% | +25.5% |
| 3M | +11.6% | +24.1% | -12.5% | +8.3% |
| 6M | -25.0% | +24.7% | -49.7% | -27.3% |
| YTD | -8.4% | +33.9% | -42.3% | -12.1% |
| 1Y | +43.4% | +34.7% | +8.7% | +37.2% |
| 3Y | +162.0% | +15.3% | +146.7% | +152.1% |
| 5Y | +70.1% | -39.3% | +109.4% | +65.2% |
| All | +250.0% | +3.6% | +246.4% | +231.8% |
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