+52.7%
SWKS vs EQT
+52.9%
-0.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.6% | +9.2% | +9.7% |
| 7D | +17.5% | -1.2% | +18.7% | +17.7% |
| 30D | +23.0% | +1.1% | +21.9% | +22.8% |
| 3M | +19.5% | +4.8% | +14.8% | +18.4% |
| 6M | +54.3% | -10.6% | +64.9% | +56.6% |
| YTD | +35.3% | +3.4% | +31.8% | +33.8% |
| 1Y | +17.9% | +8.7% | +9.2% | +15.4% |
| 3Y | -6.8% | +35.0% | -41.8% | -12.8% |
| 5Y | -45.4% | +204.2% | -249.7% | -55.2% |
| All | +52.7% | +52.9% | -0.2% | +26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling