+21.3%
HPQ vs SWK
+87.6%
-66.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +13.1% | -7.2% | +2.4% |
| 7D | -7.8% | +17.9% | -25.7% | -11.8% |
| 30D | -4.9% | +31.9% | -36.8% | -11.4% |
| 3M | +4.9% | +16.6% | -11.7% | +0.4% |
| 6M | +47.1% | +61.1% | -14.1% | +29.9% |
| YTD | +39.5% | +64.2% | -24.7% | +19.7% |
| 1Y | +21.3% | +85.2% | -63.9% | -4.7% |
| All | +21.3% | +87.6% | -66.4% | -4.7% |
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