+60,984.3%
DHR vs SWK
+1,536.3%
+59,448.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -0.9% | +11.0% | -11.9% | -4.8% |
| 30D | +5.4% | +30.1% | -24.7% | -4.5% |
| 3M | +15.3% | +14.7% | +0.7% | +9.2% |
| 6M | +32.1% | +44.5% | -12.4% | +14.4% |
| YTD | +1.2% | +59.4% | -58.2% | -16.3% |
| 1Y | +10.1% | +77.5% | -67.4% | -12.6% |
| 3Y | +19.9% | +49.5% | -29.6% | -2.3% |
| 5Y | -8.8% | -24.9% | +16.1% | -8.4% |
| 10Y | +255.3% | +31.8% | +223.5% | +163.8% |
| All | +60,984.3% | +1,536.3% | +59,448.0% | +17,253.2% |
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