+59.4%
SWKS vs EQX
+176.9%
-117.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.3% | +7.0% | +3.2% |
| 7D | +10.9% | -8.3% | +19.2% | +11.7% |
| 30D | +17.6% | -4.7% | +22.3% | +17.8% |
| 3M | +29.2% | -10.1% | +39.3% | +30.0% |
| 6M | +37.0% | -29.9% | +66.9% | +40.5% |
| YTD | +44.9% | -26.0% | +71.0% | +46.4% |
| 1Y | +33.8% | -21.0% | +54.8% | +34.0% |
| 3Y | +10.2% | +127.7% | -117.5% | -4.3% |
| 5Y | -37.0% | +22.0% | -59.0% | -44.9% |
| All | +59.4% | +176.9% | -117.5% | +92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling