+102.7%
HPE vs SWK
+79.5%
+23.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.4% | +5.4% |
| 7D | -7.1% | +10.7% | -17.8% | -9.4% |
| 30D | -35.3% | +33.3% | -68.6% | -41.2% |
| 3M | -10.4% | +14.7% | -25.1% | -13.7% |
| 6M | +52.5% | +48.5% | +4.0% | +30.4% |
| YTD | +100.3% | +63.9% | +36.4% | +63.0% |
| All | +102.7% | +79.5% | +23.2% | +55.2% |
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 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