+34,486.1%
HD vs SWK
+1,585.9%
+32,900.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +13.1% | -6.6% | +0.9% |
| 7D | +11.9% | +17.9% | -6.0% | +4.1% |
| 30D | +26.4% | +31.9% | -5.5% | +12.1% |
| 3M | +2.8% | +16.6% | -13.7% | -3.9% |
| 6M | +15.5% | +61.1% | -45.7% | -6.5% |
| YTD | +5.5% | +64.2% | -58.7% | -15.8% |
| 1Y | -4.6% | +85.2% | -89.8% | -27.9% |
| 3Y | +29.9% | +50.2% | -20.3% | +2.4% |
| 5Y | +8.4% | -22.8% | +31.2% | +9.9% |
| 10Y | +275.2% | +35.8% | +239.4% | +175.7% |
| All | +34,486.1% | +1,585.9% | +32,900.2% | +6,872.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling