+31,139.8%
HD vs SWK
+1,275.2%
+29,864.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | -2.1% | -0.4% | -1.6% | -1.9% |
| 30D | -8.4% | -5.7% | -2.7% | -6.1% |
| 3M | +4.3% | +24.1% | -19.7% | -5.2% |
| 6M | -11.1% | +24.7% | -35.8% | -19.8% |
| YTD | -4.7% | +33.9% | -38.6% | -16.9% |
| 1Y | -19.8% | +34.7% | -54.5% | -30.7% |
| 3Y | +4.1% | +15.3% | -11.2% | -8.1% |
| 5Y | +10.3% | -39.3% | +49.6% | +24.0% |
| 10Y | +203.2% | +2.5% | +200.7% | +151.9% |
| All | +31,139.8% | +1,275.2% | +29,864.6% | +6,785.5% |
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 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