-51.2%
SWKS vs EQT
+185.3%
-236.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | +11.8% | -0.8% | +12.7% | +12.0% |
| 30D | +6.7% | +6.6% | +0.1% | +5.3% |
| 3M | 0.0% | +4.4% | -4.4% | -1.1% |
| 6M | +38.7% | -10.5% | +49.2% | +41.4% |
| YTD | +21.4% | +3.7% | +17.6% | +19.5% |
| 1Y | +2.9% | +9.9% | -7.0% | -0.2% |
| 3Y | -16.4% | +35.4% | -51.8% | -23.8% |
| 5Y | -51.2% | +189.2% | -240.3% | -59.7% |
| All | -51.2% | +185.3% | -236.4% | -59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling