-14.1%
SWKS vs EQX
+178.7%
-192.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.1% | +1.4% |
| 7D | +6.8% | +1.7% | +5.1% | +6.6% |
| 30D | +11.3% | +11.1% | +0.2% | +10.0% |
| 3M | +4.1% | +23.1% | -19.0% | +1.6% |
| 6M | +39.7% | -21.8% | +61.5% | +40.9% |
| YTD | +23.2% | -8.1% | +31.3% | +21.6% |
| 1Y | +5.3% | +29.7% | -24.4% | -0.2% |
| All | -14.1% | +178.7% | -192.8% | -26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling