+198.9%
HPQ vs SWKS
+30.1%
+168.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -5.3% |
| 7D | -0.5% | +11.8% | -12.3% | -5.3% |
| 30D | +3.7% | +6.7% | -3.0% | +0.6% |
| 3M | +24.3% | 0.0% | +24.3% | +23.0% |
| 6M | +64.8% | +38.7% | +26.0% | +37.7% |
| YTD | +43.9% | +21.4% | +22.6% | +27.1% |
| 1Y | +11.7% | +2.9% | +8.7% | +5.9% |
| 3Y | +19.7% | -16.4% | +36.1% | +17.1% |
| 5Y | +32.2% | -51.2% | +83.4% | +59.7% |
| 10Y | +198.9% | +31.0% | +167.9% | +121.8% |
| All | +198.9% | +30.1% | +168.8% | +121.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling