+48.8%
SWKS vs EQX
+226.7%
-177.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -5.1% | +14.8% | +10.3% |
| 7D | +17.5% | -7.0% | +24.5% | +18.3% |
| 30D | +23.0% | +4.8% | +18.1% | +22.1% |
| 3M | +19.5% | +25.6% | -6.1% | +16.3% |
| 6M | +54.3% | -25.8% | +80.1% | +57.3% |
| YTD | +35.3% | -12.7% | +48.0% | +34.7% |
| 1Y | +17.9% | +14.1% | +3.8% | +13.6% |
| 3Y | -6.8% | +165.7% | -172.6% | -20.4% |
| 5Y | -45.4% | +81.2% | -126.7% | -53.7% |
| All | +48.8% | +226.7% | -177.9% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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