+1,443.5%
HWM vs SWK
+36.7%
+1,406.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +13.1% | -17.4% | -10.8% |
| 7D | +9.4% | +17.9% | -8.5% | -0.1% |
| 30D | -7.0% | +31.9% | -38.9% | -20.1% |
| 3M | -25.9% | +16.6% | -42.4% | -32.3% |
| 6M | -10.8% | +61.1% | -71.9% | -31.7% |
| YTD | +4.3% | +64.2% | -59.9% | -21.8% |
| 1Y | +4.4% | +85.2% | -80.8% | -26.9% |
| 3Y | +348.8% | +50.2% | +298.6% | +220.1% |
| 5Y | +598.5% | -22.8% | +621.3% | +634.7% |
| 10Y | +1,551.7% | +35.8% | +1,515.9% | +964.8% |
| All | +1,443.5% | +36.7% | +1,406.7% | +890.5% |
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