+62,326.8%
DHR vs SWKS
+9,854.4%
+52,472.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.3% | -1.0% |
| 7D | +0.2% | +5.7% | -5.5% | -0.5% |
| 30D | +6.4% | +17.3% | -10.9% | +4.4% |
| 3M | +13.6% | +28.3% | -14.6% | +9.9% |
| 6M | +41.9% | +26.1% | +15.8% | +36.6% |
| YTD | +3.4% | +41.1% | -37.7% | -2.2% |
| 1Y | +9.9% | +31.4% | -21.6% | +4.7% |
| 3Y | +21.6% | +7.3% | +14.3% | +16.9% |
| 5Y | -10.6% | -37.7% | +27.1% | -9.3% |
| 10Y | +245.2% | +46.0% | +199.1% | +214.3% |
| All | +62,326.8% | +9,854.4% | +52,472.4% | +33,560.9% |
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