+6,143.4%
HON vs SWK
+1,559.0%
+4,584.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | +1.9% | +11.3% | -9.4% | -3.0% |
| 30D | +9.9% | +31.5% | -21.6% | -2.7% |
| 3M | -5.8% | +14.4% | -20.2% | -11.6% |
| 6M | +3.0% | +46.4% | -43.5% | -13.5% |
| YTD | +13.1% | +61.6% | -48.5% | -10.0% |
| 1Y | +13.2% | +78.7% | -65.6% | -14.1% |
| 3Y | +30.8% | +54.4% | -23.6% | -0.6% |
| 5Y | +13.0% | -25.3% | +38.3% | +12.7% |
| 10Y | +161.3% | +22.4% | +138.9% | +94.8% |
| All | +6,143.4% | +1,559.0% | +4,584.4% | +1,415.5% |
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