+5,634.3%
HON vs SWK
+1,275.2%
+4,359.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | -3.6% | -0.4% | -3.1% | -3.4% |
| 30D | -15.3% | -5.7% | -9.5% | -13.2% |
| 3M | -7.9% | +24.1% | -32.0% | -16.5% |
| 6M | -18.1% | +24.7% | -42.8% | -26.5% |
| YTD | +3.8% | +33.9% | -30.1% | -10.0% |
| 1Y | +0.5% | +34.7% | -34.2% | -13.9% |
| 3Y | +19.8% | +15.3% | +4.5% | +3.5% |
| 5Y | +2.9% | -39.3% | +42.2% | +12.5% |
| 10Y | +134.6% | +2.5% | +132.2% | +89.5% |
| All | +5,634.3% | +1,275.2% | +4,359.1% | +1,415.6% |
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