+78.7%
SWK vs EQH
+26.5%
+52.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | +11.3% | +0.5% | +10.8% | +11.1% |
| 30D | +31.5% | +4.9% | +26.5% | +29.3% |
| 3M | +14.4% | +5.4% | +9.0% | +12.1% |
| 6M | +46.4% | +32.1% | +14.3% | +31.1% |
| YTD | +61.6% | +19.0% | +42.6% | +53.4% |
| 1Y | +78.7% | +27.8% | +50.9% | +60.5% |
| All | +78.7% | +26.5% | +52.3% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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