+298.8%
HPE vs SWKS
-53.5%
+352.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.5% | -8.0% | -6.0% |
| 7D | -0.6% | +12.5% | -13.1% | -5.7% |
| 30D | -2.3% | +10.5% | -12.8% | -6.7% |
| 3M | -2.9% | -7.4% | +4.5% | -0.3% |
| 6M | +143.6% | +32.7% | +110.9% | +112.4% |
| YTD | +118.5% | +19.2% | +99.4% | +98.7% |
| 1Y | +129.2% | +2.4% | +126.8% | +120.9% |
| 3Y | +212.5% | -25.6% | +238.1% | +220.7% |
| All | +298.8% | -53.5% | +352.3% | +331.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling