+17.3%
HPQ vs SWKS
+4.5%
+12.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.4% | +3.4% |
| 7D | +1.3% | +6.8% | -5.5% | -0.8% |
| 30D | +8.7% | +11.3% | -2.6% | +5.1% |
| 3M | +31.5% | +4.1% | +27.4% | +29.0% |
| 6M | +76.0% | +39.7% | +36.3% | +47.9% |
| YTD | +49.5% | +23.2% | +26.3% | +32.8% |
| 1Y | +17.3% | +5.3% | +12.0% | +10.0% |
| All | +17.3% | +4.5% | +12.8% | +10.0% |
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