+81.3%
SWK vs HUBB
-3.9%
+85.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +1.6% |
| 7D | +10.7% | +1.8% | +8.9% | +9.4% |
| 30D | +33.3% | -6.9% | +40.2% | +37.4% |
| 3M | +14.7% | -13.8% | +28.5% | +23.2% |
| 6M | +48.5% | -9.8% | +58.3% | +54.9% |
| YTD | +63.9% | +0.3% | +63.6% | +55.4% |
| All | +81.3% | -3.9% | +85.2% | +76.4% |
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