+6,046.8%
HUM vs SWK
+1,536.3%
+4,510.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.4% |
| 7D | +4.6% | +11.0% | -6.4% | +1.2% |
| 30D | +9.6% | +30.1% | -20.4% | +1.2% |
| 3M | +18.4% | +14.7% | +3.7% | +13.1% |
| 6M | +76.9% | +44.5% | +32.4% | +56.9% |
| YTD | +71.0% | +59.4% | +11.6% | +46.5% |
| 1Y | +75.0% | +77.5% | -2.5% | +45.3% |
| 3Y | -7.7% | +49.5% | -57.1% | -22.9% |
| 5Y | +0.6% | -24.9% | +25.5% | -0.8% |
| 10Y | +182.1% | +31.8% | +150.3% | +119.1% |
| All | +6,046.8% | +1,536.3% | +4,510.5% | +1,925.1% |
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 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