+1,495.2%
SWK vs HUBB
+142,140.4%
-140,645.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.4% |
| 7D | +11.0% | +1.7% | +9.4% | +11.0% |
| 30D | +30.1% | -9.7% | +39.7% | +30.3% |
| 3M | +14.7% | -15.2% | +29.8% | +15.0% |
| 6M | +44.5% | -14.0% | +58.5% | +44.9% |
| YTD | +59.4% | -2.4% | +61.8% | +59.4% |
| 1Y | +77.5% | -5.8% | +83.3% | +77.7% |
| 3Y | +49.5% | +60.4% | -10.9% | +48.3% |
| 5Y | -24.9% | +125.4% | -150.3% | -25.9% |
| 10Y | +31.8% | +409.7% | -378.0% | +28.8% |
| All | +1,495.2% | +142,140.4% | -140,645.3% | +1,406.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling