+8,007.1%
SWKS vs EQT
+3,007.4%
+4,999.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.8% |
| 7D | +12.5% | +1.1% | +11.4% | +12.1% |
| 30D | +10.5% | +7.7% | +2.8% | +8.1% |
| 3M | -7.4% | +0.2% | -7.6% | -7.8% |
| 6M | +32.7% | -9.5% | +42.1% | +35.7% |
| YTD | +19.2% | +3.8% | +15.3% | +16.5% |
| 1Y | +2.4% | +7.8% | -5.4% | -1.5% |
| 3Y | -25.6% | +30.1% | -55.8% | -34.1% |
| 5Y | -53.4% | +188.6% | -242.0% | -69.8% |
| 10Y | +23.2% | +54.6% | -31.4% | -19.0% |
| All | +8,007.1% | +3,007.4% | +4,999.7% | +1,882.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling