+3,769.4%
HDB vs SWK
+344.8%
+3,424.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | +0.4% | -0.4% | +0.9% | +0.6% |
| 30D | -2.8% | -5.7% | +2.9% | -0.3% |
| 3M | -3.5% | +24.1% | -27.6% | -13.4% |
| 6M | -24.7% | +24.7% | -49.4% | -33.1% |
| YTD | -36.6% | +33.9% | -70.5% | -45.9% |
| 1Y | -34.4% | +34.7% | -69.1% | -44.9% |
| 3Y | -24.4% | +15.3% | -39.7% | -37.1% |
| 5Y | -35.4% | -39.3% | +3.9% | -29.2% |
| 10Y | +39.5% | +2.5% | +37.1% | -3.2% |
| All | +3,769.4% | +344.8% | +3,424.6% | +928.2% |
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