+17.6%
HPQ vs SWKS
+11.4%
+6.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.2% |
| 7D | -1.9% | +10.9% | -12.8% | -5.4% |
| 30D | -5.7% | +17.6% | -23.3% | -11.1% |
| 3M | -0.4% | +29.2% | -29.6% | -9.9% |
| 6M | +40.0% | +37.0% | +3.1% | +21.7% |
| YTD | +34.6% | +44.9% | -10.3% | +12.8% |
| 1Y | +20.4% | +33.8% | -13.4% | +4.1% |
| All | +17.6% | +11.4% | +6.3% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling