+14,120.9%
DHI vs SWK
+1,364.0%
+12,756.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +0.5% |
| 7D | +1.8% | +10.7% | -8.9% | -4.2% |
| 30D | +15.4% | +33.3% | -18.0% | -2.5% |
| 3M | +3.0% | +14.7% | -11.7% | -5.0% |
| 6M | +5.7% | +48.5% | -42.8% | -16.3% |
| YTD | +9.0% | +63.9% | -54.9% | -19.3% |
| 1Y | +8.8% | +80.4% | -71.6% | -23.8% |
| 3Y | +33.0% | +58.1% | -25.1% | -4.2% |
| 5Y | +68.1% | -24.5% | +92.6% | +78.9% |
| 10Y | +532.1% | +29.5% | +502.6% | +347.3% |
| All | +14,120.9% | +1,364.0% | +12,756.8% | +4,150.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling