+85.2%
SWK vs HUBB
-4.0%
+89.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.5% | +15.6% | +14.2% |
| 7D | +17.9% | +0.2% | +17.7% | +17.4% |
| 30D | +31.9% | -8.8% | +40.8% | +37.6% |
| 3M | +16.6% | -12.5% | +29.0% | +24.3% |
| 6M | +61.1% | -14.5% | +75.7% | +73.3% |
| YTD | +64.2% | -0.4% | +64.7% | +55.1% |
| 1Y | +85.2% | -3.4% | +88.7% | +80.7% |
| All | +85.2% | -4.0% | +89.2% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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