+59.6%
DHI vs SWK
-38.5%
+98.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -1.5% |
| 7D | -2.0% | +0.1% | -2.2% | -2.1% |
| 30D | -8.3% | -8.9% | +0.6% | -3.7% |
| 3M | -3.7% | +20.5% | -24.2% | -12.8% |
| 6M | -5.4% | +27.1% | -32.5% | -16.9% |
| YTD | -3.0% | +30.2% | -33.2% | -16.2% |
| 1Y | -23.8% | +24.8% | -48.6% | -33.0% |
| 3Y | +21.8% | +16.3% | +5.5% | +7.6% |
| 5Y | +59.6% | -40.1% | +99.7% | +103.6% |
| All | +59.6% | -38.5% | +98.1% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 5y: compounded portfolio wealth divided by compounded SWK 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…
5y analysis · Full analysis span regression · 6 months rolling