+18.7%
HPQ vs SWKS
+4.6%
+14.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +1.1% |
| 7D | +6.9% | +12.5% | -5.6% | +3.1% |
| 30D | +14.4% | +10.5% | +4.0% | +10.9% |
| 3M | +25.6% | -7.4% | +33.0% | +27.8% |
| 6M | +75.0% | +32.7% | +42.4% | +49.8% |
| YTD | +50.7% | +19.2% | +31.5% | +35.2% |
| 1Y | +18.7% | +2.4% | +16.3% | +12.3% |
| All | +18.7% | +4.6% | +14.0% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling