+156.6%
HBAN vs SWK
+0.7%
+155.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.2% |
| 7D | +2.1% | +0.1% | +1.9% | +2.0% |
| 30D | -4.5% | -8.9% | +4.4% | 0.0% |
| 3M | +2.6% | +20.5% | -17.9% | -7.5% |
| 6M | +4.7% | +27.1% | -22.4% | -8.6% |
| YTD | -1.5% | +30.2% | -31.7% | -15.5% |
| 1Y | -1.9% | +24.8% | -26.7% | -14.6% |
| 3Y | +75.2% | +16.3% | +58.9% | +50.3% |
| 5Y | +37.2% | -40.1% | +77.3% | +63.8% |
| 10Y | +156.6% | +0.8% | +155.8% | +112.5% |
| All | +156.6% | +0.7% | +155.9% | +112.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling