-54.3%
HUBS vs SWK
+21.4%
-75.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -2.6% |
| 7D | -12.4% | -6.7% | -5.6% | -11.8% |
| 30D | +1.4% | -13.5% | +14.8% | +2.6% |
| 3M | +16.0% | +16.2% | -0.2% | +16.4% |
| 6M | -17.0% | +22.7% | -39.7% | -17.3% |
| YTD | -44.3% | +23.8% | -68.1% | -45.2% |
| 1Y | -54.3% | +20.9% | -75.2% | -55.1% |
| All | -54.3% | +21.4% | -75.7% | -55.1% |
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