+237.2%
HPE vs SWKS
+11.4%
+225.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -1.3% |
| 7D | +13.6% | +10.9% | +2.7% | +8.9% |
| 30D | -27.1% | +17.6% | -44.7% | -31.6% |
| 3M | -14.5% | +29.2% | -43.7% | -23.7% |
| 6M | +66.9% | +37.0% | +30.0% | +44.8% |
| YTD | +111.3% | +44.9% | +66.4% | +76.8% |
| 1Y | +117.5% | +33.8% | +83.7% | +87.7% |
| All | +237.2% | +11.4% | +225.9% | +136.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling