+6,127.6%
HON vs SWK
+1,547.3%
+4,580.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | 0.0% |
| 7D | -0.4% | -2.3% | +1.9% | +0.7% |
| 30D | +8.6% | +30.4% | -21.8% | -3.5% |
| 3M | -0.8% | +12.1% | -12.9% | -6.0% |
| 6M | -0.1% | +49.1% | -49.2% | -16.7% |
| YTD | +12.8% | +60.4% | -47.7% | -10.0% |
| 1Y | +10.4% | +78.3% | -67.9% | -16.1% |
| 3Y | +30.5% | +53.3% | -22.8% | -0.6% |
| 5Y | +15.0% | -27.0% | +41.9% | +15.8% |
| 10Y | +160.5% | +20.8% | +139.7% | +95.3% |
| All | +6,127.6% | +1,547.3% | +4,580.3% | +1,416.2% |
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