+12.6%
DHR vs SWKS
+20.8%
-8.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.4% |
| 7D | +2.6% | -3.1% | +5.8% | +2.7% |
| 30D | +7.4% | +8.3% | -0.9% | +7.3% |
| 3M | +13.0% | +20.2% | -7.3% | +12.8% |
| 6M | +38.5% | +24.9% | +13.5% | +37.6% |
| YTD | +3.8% | +33.2% | -29.4% | +0.4% |
| 1Y | +12.6% | +23.6% | -10.9% | +10.6% |
| All | +12.6% | +20.8% | -8.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling