+9,760.7%
SWKS vs EQT
+2,858.4%
+6,902.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.4% | +2.9% |
| 7D | +10.9% | +3.4% | +7.4% | +9.7% |
| 30D | +17.6% | -3.5% | +21.1% | +18.7% |
| 3M | +29.2% | -2.8% | +32.0% | +30.0% |
| 6M | +37.0% | -5.5% | +42.5% | +38.2% |
| YTD | +44.9% | -1.1% | +46.1% | +43.4% |
| 1Y | +33.8% | -12.9% | +46.7% | +37.2% |
| 3Y | +10.2% | +39.5% | -29.3% | -4.4% |
| 5Y | -37.0% | +164.1% | -201.1% | -57.7% |
| 10Y | +50.0% | +60.8% | -10.8% | -3.6% |
| All | +9,760.7% | +2,858.4% | +6,902.3% | +2,340.6% |
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