+37.8%
SWKS vs EQT
+60.7%
-22.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.8% |
| 7D | -3.1% | -3.8% | +0.7% | -2.6% |
| 30D | +8.3% | -1.3% | +9.6% | +8.5% |
| 3M | +20.2% | -3.5% | +23.8% | +20.8% |
| 6M | +24.9% | -6.5% | +31.4% | +25.8% |
| YTD | +33.2% | -1.8% | +35.0% | +32.6% |
| 1Y | +23.6% | -10.7% | +34.3% | +24.9% |
| 3Y | +1.3% | +38.5% | -37.3% | -5.6% |
| 5Y | -40.6% | +185.2% | -225.8% | -50.6% |
| All | +37.8% | +60.7% | -22.9% | +11.7% |
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