+60.5%
SWKS vs EQT
+50.4%
+10.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.8% | +5.4% |
| 7D | +19.4% | -2.0% | +21.4% | +19.7% |
| 30D | +26.8% | 0.0% | +26.8% | +26.8% |
| 3M | +21.5% | +5.9% | +15.5% | +20.1% |
| 6M | +61.0% | -14.8% | +75.8% | +64.6% |
| YTD | +42.2% | +1.8% | +40.5% | +41.0% |
| 1Y | +22.1% | +7.4% | +14.8% | +19.8% |
| 3Y | -0.9% | +33.6% | -34.5% | -7.1% |
| 5Y | -42.6% | +199.3% | -242.0% | -52.8% |
| All | +60.5% | +50.4% | +10.1% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded EQT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling