+12.0%
HON vs SWKS
-37.3%
+49.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.4% | +9.4% | -8.0% | -0.6% |
| 30D | +7.5% | +17.0% | -9.5% | +3.9% |
| 3M | -4.3% | +28.9% | -33.3% | -10.5% |
| 6M | -1.5% | +33.1% | -34.7% | -9.6% |
| YTD | +10.5% | +44.8% | -34.2% | -1.7% |
| 1Y | +8.5% | +36.2% | -27.7% | -2.0% |
| 3Y | +28.0% | +11.5% | +16.5% | +14.7% |
| All | +12.0% | -37.3% | +49.3% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling