+1,609.3%
HST vs SWK
+1,585.9%
+23.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.1% | -11.8% | -5.7% |
| 7D | +3.3% | +17.9% | -14.6% | -6.0% |
| 30D | +16.4% | +31.9% | -15.6% | -0.4% |
| 3M | +5.5% | +16.6% | -11.1% | -3.9% |
| 6M | +31.1% | +61.1% | -30.0% | -0.7% |
| YTD | +55.9% | +64.2% | -8.3% | +15.4% |
| 1Y | +75.6% | +85.2% | -9.6% | +21.1% |
| 3Y | +87.8% | +50.2% | +37.6% | +37.4% |
| 5Y | +86.6% | -22.8% | +109.4% | +87.0% |
| 10Y | +161.1% | +35.8% | +125.3% | +73.9% |
| All | +1,609.3% | +1,585.9% | +23.4% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling