+17.9%
SWKS vs EQT
+10.3%
+7.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.6% | +9.2% | +9.8% |
| 7D | +17.5% | -1.2% | +18.7% | +17.6% |
| 30D | +23.0% | +1.1% | +21.9% | +22.9% |
| 3M | +19.5% | +4.8% | +14.8% | +19.4% |
| 6M | +54.3% | -10.6% | +64.9% | +55.6% |
| YTD | +35.3% | +3.4% | +31.8% | +35.6% |
| 1Y | +17.9% | +8.7% | +9.2% | +22.9% |
| All | +17.9% | +10.3% | +7.6% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling