+19.9%
HBAN vs SWK
-30.7%
+50.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +2.3% | -1.4% | +3.6% | +2.8% |
| 30D | +4.8% | +25.5% | -20.7% | -5.0% |
| 3M | -10.1% | +11.8% | -21.9% | -14.6% |
| 6M | +5.0% | +48.7% | -43.7% | -12.1% |
| YTD | -6.1% | +57.2% | -63.3% | -23.9% |
| 1Y | +4.6% | +75.3% | -70.7% | -19.2% |
| 3Y | +74.9% | +51.9% | +23.0% | +37.5% |
| All | +19.9% | -30.7% | +50.5% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling