+365.4%
HPE vs SWKS
+37.5%
+327.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +5.9% |
| 7D | -7.1% | -2.7% | -4.4% | -5.9% |
| 30D | -35.3% | +8.5% | -43.8% | -37.4% |
| 3M | -10.4% | +17.3% | -27.7% | -17.2% |
| 6M | +52.5% | +25.1% | +27.4% | +36.1% |
| YTD | +100.3% | +33.3% | +66.9% | +72.3% |
| 1Y | +106.4% | +22.9% | +83.5% | +83.8% |
| 3Y | +227.4% | +5.5% | +221.9% | +191.2% |
| 5Y | +250.6% | -41.9% | +292.5% | +287.2% |
| 10Y | +365.4% | +32.4% | +332.9% | +243.9% |
| All | +365.4% | +37.5% | +327.9% | +243.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling