+116.4%
HPE vs SWKS
+14.2%
+102.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.9% | -2.8% | -4.4% |
| 7D | -17.0% | -4.9% | -12.0% | -15.1% |
| 30D | -26.7% | -1.2% | -25.5% | -26.4% |
| 3M | -4.1% | +24.2% | -28.3% | -13.9% |
| 6M | +75.4% | +21.5% | +53.9% | +57.3% |
| YTD | +111.0% | +33.5% | +77.5% | +76.0% |
| 1Y | +116.4% | +18.9% | +97.5% | +95.6% |
| All | +116.4% | +14.2% | +102.3% | +95.6% |
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