-1.9%
HD vs SWK
+79.5%
-81.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +1.5% |
| 7D | +3.6% | +10.7% | -7.1% | -1.7% |
| 30D | +21.6% | +33.3% | -11.8% | +5.5% |
| 3M | +0.1% | +14.7% | -14.6% | -6.8% |
| 6M | +13.0% | +48.5% | -35.5% | -6.8% |
| YTD | +4.9% | +63.9% | -59.0% | -19.1% |
| All | -1.9% | +79.5% | -81.4% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling