+2,544.1%
HPQ vs SWK
+1,536.3%
+1,007.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -3.0% | -3.2% |
| 7D | -1.1% | +11.0% | -12.1% | -5.7% |
| 30D | -11.7% | +30.1% | -41.8% | -21.4% |
| 3M | +2.0% | +14.7% | -12.7% | -4.3% |
| 6M | +35.9% | +44.5% | -8.6% | +14.3% |
| YTD | +32.7% | +59.4% | -26.7% | +5.5% |
| 1Y | +14.3% | +77.5% | -63.2% | -13.5% |
| 3Y | +17.8% | +49.5% | -31.6% | -7.1% |
| 5Y | +7.6% | -24.9% | +32.4% | +10.1% |
| 10Y | +171.7% | +31.8% | +139.9% | +111.9% |
| All | +2,544.1% | +1,536.3% | +1,007.8% | +504.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling