+7.8%
HON vs SWKS
+33.5%
-25.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.6% | -2.1% |
| 7D | +3.6% | +10.9% | -7.3% | +2.6% |
| 30D | +7.8% | +17.6% | -9.8% | +6.3% |
| 3M | -4.8% | +29.2% | -34.0% | -7.6% |
| 6M | -1.7% | +37.0% | -38.6% | -5.8% |
| YTD | +10.7% | +44.9% | -34.2% | +3.8% |
| 1Y | +7.8% | +33.8% | -26.1% | +2.8% |
| All | +7.8% | +33.5% | -25.7% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling