+4,434.4%
HSY vs SWK
+1,542.3%
+2,892.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.1% |
| 7D | +10.7% | +11.3% | -0.6% | +8.5% |
| 30D | +10.3% | +28.1% | -17.7% | +5.5% |
| 3M | -0.4% | +12.6% | -13.0% | -2.7% |
| 6M | -2.5% | +51.7% | -54.3% | -10.1% |
| YTD | -0.3% | +60.0% | -60.3% | -9.3% |
| 1Y | +7.6% | +72.7% | -65.1% | -3.6% |
| 3Y | +3.2% | +46.3% | -43.1% | -7.2% |
| 5Y | +14.7% | -24.6% | +39.4% | +14.1% |
| 10Y | +126.0% | +32.2% | +93.8% | +91.8% |
| All | +4,434.4% | +1,542.3% | +2,892.1% | +1,827.7% |
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