+54,893.9%
DHR vs SWK
+1,275.2%
+53,618.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | -3.9% | -0.4% | -3.4% | -3.7% |
| 30D | +4.0% | -5.7% | +9.7% | +6.2% |
| 3M | +11.5% | +24.1% | -12.6% | +2.5% |
| 6M | +1.9% | +24.7% | -22.9% | -7.1% |
| YTD | -8.9% | +33.9% | -42.8% | -19.4% |
| 1Y | +5.1% | +34.7% | -29.6% | -7.7% |
| 3Y | -10.3% | +15.3% | -25.6% | -19.5% |
| 5Y | -27.8% | -39.3% | +11.5% | -21.4% |
| 10Y | +203.6% | +2.5% | +201.1% | +148.4% |
| All | +54,893.9% | +1,275.2% | +53,618.7% | +16,618.0% |
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