+157.6%
HPQ vs SWK
+26.9%
+130.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.3% |
| 7D | +0.5% | +11.3% | -10.8% | -4.9% |
| 30D | -5.9% | +31.5% | -37.4% | -18.0% |
| 3M | -3.7% | +14.4% | -18.1% | -10.4% |
| 6M | +28.1% | +46.4% | -18.4% | +4.2% |
| YTD | +32.5% | +61.6% | -29.1% | +0.8% |
| 1Y | +18.1% | +78.7% | -60.6% | -14.9% |
| 3Y | +16.4% | +54.4% | -38.0% | -14.0% |
| 5Y | +8.9% | -25.3% | +34.2% | +14.4% |
| 10Y | +157.6% | +22.4% | +135.3% | +92.7% |
| All | +157.6% | +26.9% | +130.8% | +92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling