+129.2%
HPE vs SWK
+37.3%
+91.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.8% |
| 7D | -0.6% | -0.4% | -0.1% | -0.4% |
| 30D | -2.3% | -5.7% | +3.4% | 0.0% |
| 3M | -2.9% | +24.1% | -26.9% | -11.9% |
| 6M | +143.6% | +24.7% | +118.9% | +117.9% |
| YTD | +118.5% | +33.9% | +84.6% | +91.2% |
| 1Y | +129.2% | +34.7% | +94.5% | +96.5% |
| All | +129.2% | +37.3% | +91.9% | +96.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling