+14.3%
HPQ vs SWKS
+15.3%
-1.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.2% | -4.5% | -3.7% |
| 7D | -1.1% | -6.2% | +5.0% | +0.6% |
| 30D | -11.7% | -1.5% | -10.2% | -11.4% |
| 3M | +2.0% | +23.0% | -21.0% | -4.1% |
| 6M | +35.9% | +27.6% | +8.3% | +22.4% |
| YTD | +32.7% | +32.3% | +0.4% | +15.4% |
| 1Y | +14.3% | +20.1% | -5.8% | +7.5% |
| All | +14.3% | +15.3% | -1.0% | +7.5% |
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