-25.3%
SWK vs HUBB
+123.0%
-148.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.8% |
| 7D | +11.0% | +1.7% | +9.4% | +9.5% |
| 30D | +30.1% | -9.7% | +39.7% | +37.1% |
| 3M | +14.7% | -15.2% | +29.8% | +25.2% |
| 6M | +44.5% | -14.0% | +58.5% | +55.7% |
| YTD | +59.4% | -2.4% | +61.8% | +57.4% |
| 1Y | +77.5% | -5.8% | +83.3% | +79.1% |
| 3Y | +49.5% | +60.4% | -10.9% | +5.6% |
| All | -25.3% | +123.0% | -148.2% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling