+60,984.4%
DHR vs SWKS
+9,235.4%
+51,749.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.6% |
| 7D | -0.9% | -6.2% | +5.3% | -0.1% |
| 30D | +5.4% | -1.5% | +6.9% | +5.5% |
| 3M | +15.3% | +23.0% | -7.6% | +12.1% |
| 6M | +32.1% | +27.6% | +4.5% | +27.0% |
| YTD | +1.2% | +32.3% | -31.1% | -3.5% |
| 1Y | +10.1% | +20.1% | -10.0% | +6.1% |
| 3Y | +19.9% | +0.6% | +19.2% | +16.1% |
| 5Y | -8.8% | -42.3% | +33.5% | -6.6% |
| 10Y | +255.3% | +35.9% | +219.4% | +226.2% |
| All | +60,984.4% | +9,235.4% | +51,749.0% | +33,091.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling