-66.4%
HTZ vs SWK
+87.6%
-154.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +13.1% | -3.9% | +2.6% |
| 7D | +18.9% | +17.9% | +1.1% | +9.5% |
| 30D | +26.3% | +31.9% | -5.7% | +10.2% |
| 3M | +49.7% | +16.6% | +33.1% | +38.2% |
| 6M | -61.1% | +61.1% | -122.2% | -71.8% |
| YTD | -56.0% | +64.2% | -120.2% | -69.9% |
| 1Y | -66.4% | +85.2% | -151.6% | -79.9% |
| All | -66.4% | +87.6% | -154.1% | -79.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling