+12,945.6%
DHI vs SWK
+1,096.5%
+11,849.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.7% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | -5.5% | -5.7% | +0.3% | -2.1% |
| 3M | -2.2% | +24.1% | -26.3% | -13.9% |
| 6M | -6.0% | +24.7% | -30.7% | -17.8% |
| YTD | 0.0% | +33.9% | -34.0% | -16.6% |
| 1Y | -18.2% | +34.7% | -52.9% | -32.4% |
| 3Y | +22.5% | +15.3% | +7.3% | +5.9% |
| 5Y | +58.4% | -39.3% | +97.6% | +91.0% |
| 10Y | +405.2% | +2.5% | +402.7% | +310.3% |
| All | +12,945.6% | +1,096.5% | +11,849.1% | +4,291.2% |
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